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
$156M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$454K
3
+$411K
4
TMO icon
Thermo Fisher Scientific
TMO
+$236K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$229K

Top Sells

1
+$2.53M
2
+$2.06M
3
+$1.97M
4
COST icon
Costco
COST
+$906K
5
TGT icon
Target
TGT
+$739K

Sector Composition

1 Technology 16.94%
2 Consumer Staples 13.74%
3 Healthcare 13.13%
4 Industrials 9.53%
5 Financials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 1.48%
12,477
-2,939
27
$2.28M 1.47%
9,932
+756
28
$2.26M 1.45%
4,476
+816
29
$2.22M 1.42%
15,228
-195
30
$2.05M 1.31%
19,899
+1,620
31
$2.03M 1.3%
35,504
+1,454
32
$1.82M 1.17%
11,702
-7
33
$1.75M 1.12%
15,150
-3,433
34
$1.75M 1.12%
18,090
-3,629
35
$1.71M 1.09%
22,538
-4,182
36
$1.61M 1.03%
18,145
+5,105
37
$1.6M 1.03%
4,569
-1,509
38
$1.52M 0.98%
27,236
-28
39
$1.47M 0.95%
10,170
+1,582
40
$1.3M 0.83%
+12,280
41
$1.19M 0.76%
35,818
-6,987
42
$1.1M 0.7%
19,950
+933
43
$943K 0.6%
8,992
-1,090
44
$924K 0.59%
5,795
+69
45
$789K 0.51%
5,288
+632
46
$715K 0.46%
10,300
-2,113
47
$700K 0.45%
3,702
-72
48
$694K 0.45%
15,532
-2,588
49
$587K 0.38%
1,496
50
$571K 0.37%
3,331
1
2
3 4