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
$170M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$1.18M
3
+$324K
4
MRK icon
Merck
MRK
+$298K
5
AVGO icon
Broadcom
AVGO
+$280K

Top Sells

1
+$2.86M
2
+$721K
3
+$412K
4
VZ icon
Verizon
VZ
+$309K
5
ABBV icon
AbbVie
ABBV
+$281K

Sector Composition

1 Technology 17.42%
2 Consumer Staples 12.82%
3 Healthcare 12.57%
4 Industrials 9.65%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 1.54%
4,988
+512
27
$2.58M 1.51%
12,280
-197
28
$2.47M 1.45%
22,633
+2,734
29
$2.19M 1.28%
14,934
-294
30
$2.12M 1.25%
34,976
-528
31
$2.1M 1.23%
12,021
+1,851
32
$2.05M 1.2%
23,200
+662
33
$2.01M 1.18%
11,819
+117
34
$1.78M 1.04%
14,929
-221
35
$1.7M 1%
18,141
-4
36
$1.68M 0.98%
17,223
-867
37
$1.59M 0.94%
27,030
-206
38
$1.58M 0.93%
4,444
-125
39
$1.45M 0.85%
21,121
+1,171
40
$1.4M 0.82%
13,325
+1,045
41
$1.09M 0.64%
6,039
+244
42
$1.02M 0.6%
5,445
+157
43
$974K 0.57%
9,046
+54
44
$863K 0.51%
29,962
-5,856
45
$842K 0.49%
3,946
+244
46
$732K 0.43%
10,101
-199
47
$653K 0.38%
1,496
48
$637K 0.37%
18,925
-1,420
49
$637K 0.37%
3,331
50
$607K 0.36%
17,515
-304
1
2
3 4