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
$214M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$12.9M
3
+$10.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$10.1M
5
AAPL icon
Apple
AAPL
+$9.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.7%
2 Consumer Staples 10.92%
3 Healthcare 9.06%
4 Financials 8.63%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 1.29%
+12,238
27
$2.74M 1.28%
+5,645
28
$2.58M 1.2%
+13,168
29
$2.57M 1.2%
+10,611
30
$2.53M 1.18%
+19,330
31
$2.46M 1.15%
+22,812
32
$2.39M 1.11%
+30,382
33
$2.37M 1.11%
+14,150
34
$2.35M 1.1%
+4,648
35
$2.26M 1.05%
+25,356
36
$2.09M 0.97%
+12,521
37
$2.07M 0.97%
+20,826
38
$2.07M 0.97%
+17,127
39
$2.01M 0.94%
+3,436
40
$1.97M 0.92%
+4,337
41
$1.94M 0.9%
+27,024
42
$1.87M 0.87%
+10,849
43
$1.83M 0.85%
+14,754
44
$1.81M 0.84%
+12,900
45
$1.61M 0.75%
+25,937
46
$1.45M 0.68%
+4,877
47
$1.3M 0.61%
+6,577
48
$1.2M 0.56%
+8,930
49
$1.11M 0.52%
+9,792
50
$1.08M 0.5%
+4,493
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