HCM

Hall Capital Management Portfolio holdings

AUM $237M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$946K
3
+$907K
4
META icon
Meta Platforms (Facebook)
META
+$205K
5
JPM icon
JPMorgan Chase
JPM
+$198K

Top Sells

1
+$1.42M
2
+$789K
3
+$696K
4
CFG icon
Citizens Financial Group
CFG
+$512K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$298K

Sector Composition

1 Technology 15.79%
2 Consumer Staples 14.66%
3 Healthcare 14.09%
4 Industrials 9.83%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.57M 1.52%
33,341
+687
27
$2.52M 1.49%
30,367
+1,655
28
$2.34M 1.39%
15,737
-239
29
$2.12M 1.26%
25,551
+350
30
$2.11M 1.25%
18,413
+95
31
$2.03M 1.2%
9,007
+600
32
$2.01M 1.19%
19,451
-334
33
$1.95M 1.16%
47,868
-19,345
34
$1.88M 1.11%
21,568
-100
35
$1.86M 1.1%
6,031
+13
36
$1.83M 1.08%
11,863
+406
37
$1.69M 1%
27,195
+883
38
$1.66M 0.99%
3,514
+126
39
$1.51M 0.9%
14,215
+8,892
40
$1.41M 0.84%
8,513
-49
41
$1.19M 0.71%
9,044
-1,674
42
$1.13M 0.67%
10,048
-95
43
$1.05M 0.62%
13,403
-396
44
$986K 0.59%
17,640
45
$907K 0.54%
+5,714
46
$872K 0.52%
12,513
+70
47
$850K 0.5%
16,227
+705
48
$817K 0.48%
26,170
49
$677K 0.4%
4,365
-60
50
$662K 0.39%
3,490
+76
1
2
3 4