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
$210M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$795K
3
+$759K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$757K
5
NVDA icon
NVIDIA
NVDA
+$614K

Top Sells

1
+$487K
2
+$348K
3
+$290K
4
WMT icon
Walmart
WMT
+$267K
5
CAT icon
Caterpillar
CAT
+$218K

Sector Composition

1 Technology 16.73%
2 Consumer Staples 11.44%
3 Healthcare 10.26%
4 Industrials 8.26%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 1.36%
6,110
+25
27
$2.78M 1.32%
10,646
-819
28
$2.73M 1.3%
27,273
-1,088
29
$2.72M 1.3%
5,343
+318
30
$2.65M 1.26%
12,406
+165
31
$2.64M 1.26%
10,053
+92
32
$2.45M 1.17%
14,852
-2
33
$2.33M 1.11%
12,761
+339
34
$2.29M 1.09%
29,623
+1,165
35
$2.18M 1.04%
30,743
-4,095
36
$2.03M 0.97%
24,214
+867
37
$1.95M 0.93%
17,694
-422
38
$1.94M 0.92%
13,721
+289
39
$1.82M 0.87%
16,537
-170
40
$1.81M 0.86%
4,455
+18
41
$1.76M 0.84%
14,854
42
$1.7M 0.81%
26,731
-133
43
$1.58M 0.76%
+10,418
44
$1.31M 0.62%
5,646
+151
45
$1.3M 0.62%
10,479
+1,189
46
$1.3M 0.62%
2,569
+1,576
47
$1.16M 0.55%
6,333
+163
48
$1.08M 0.51%
9,346
+235
49
$944K 0.45%
7,643
+4,973
50
$898K 0.43%
4,117
+13
1
2
3 4