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
$177M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$302K
3
+$228K
4
CARR icon
Carrier Global
CARR
+$209K
5
ADP icon
Automatic Data Processing
ADP
+$191K

Top Sells

1
+$404K
2
+$334K
3
+$224K
4
MSFT icon
Microsoft
MSFT
+$189K
5
PFE icon
Pfizer
PFE
+$186K

Sector Composition

1 Technology 16.67%
2 Consumer Staples 14.35%
3 Healthcare 13.37%
4 Industrials 9.97%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 1.43%
19,423
-28
27
$2.53M 1.43%
34,050
+709
28
$2.36M 1.33%
4,526
+51
29
$2.34M 1.32%
15,423
-314
30
$2.23M 1.26%
26,720
+1,169
31
$2.18M 1.23%
9,176
+169
32
$2.11M 1.19%
18,279
+4,064
33
$2.08M 1.17%
18,583
+170
34
$2.07M 1.17%
6,078
+47
35
$1.96M 1.11%
21,719
+151
36
$1.9M 1.07%
11,709
-154
37
$1.76M 0.99%
3,660
+146
38
$1.64M 0.93%
27,264
+69
39
$1.57M 0.89%
42,805
-5,063
40
$1.31M 0.74%
8,588
-456
41
$1.17M 0.66%
8,845
+332
42
$1.13M 0.64%
10,082
+34
43
$1.11M 0.62%
13,040
-363
44
$1.08M 0.61%
19,017
+2,790
45
$947K 0.54%
5,726
+12
46
$938K 0.53%
18,120
+480
47
$905K 0.51%
12,413
-100
48
$811K 0.46%
4,656
+648
49
$809K 0.46%
26,170
50
$751K 0.42%
3,774
+284
1
2
3 4