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
$203M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$9.66M
3
+$2.21M
4
BX icon
Blackstone
BX
+$1.22M
5
NVDA icon
NVIDIA
NVDA
+$241K

Top Sells

1
+$1.18M
2
+$249K
3
+$220K
4
ADBE icon
Adobe
ADBE
+$215K
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$210K

Sector Composition

1 Technology 15.4%
2 Consumer Staples 11.49%
3 Healthcare 11.11%
4 Industrials 8.76%
5 Financials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 1.37%
9,961
-154
27
$2.77M 1.37%
6,085
+11
28
$2.74M 1.35%
28,361
-1,877
29
$2.58M 1.27%
11,465
-556
30
$2.51M 1.24%
12,241
-39
31
$2.49M 1.23%
5,025
+37
32
$2.41M 1.19%
14,854
-80
33
$2.27M 1.12%
12,422
+603
34
$2.23M 1.1%
34,838
-138
35
$2.21M 1.09%
+28,458
36
$2.02M 1%
23,347
+147
37
$1.89M 0.94%
16,707
-516
38
$1.87M 0.92%
4,437
-7
39
$1.84M 0.91%
18,116
-25
40
$1.82M 0.9%
14,854
-75
41
$1.69M 0.83%
13,432
+107
42
$1.64M 0.81%
26,864
-166
43
$1.25M 0.62%
5,495
+50
44
$1.22M 0.6%
+9,290
45
$1.18M 0.58%
6,170
+131
46
$1.11M 0.55%
9,111
+65
47
$938K 0.46%
4,104
+158
48
$719K 0.35%
1,496
49
$707K 0.35%
10,101
50
$690K 0.34%
18,195
-730
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