HCM

Hall Capital Management Portfolio holdings

AUM $254M
1-Year Est. Return 14.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.95M
3
+$1.62M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$989K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$833K

Top Sells

1
+$2.1M
2
+$1.32M
3
+$890K
4
CSX icon
CSX Corp
CSX
+$574K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$442K

Sector Composition

1 Technology 15.32%
2 Consumer Staples 10.74%
3 Financials 9.17%
4 Healthcare 8.79%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 1.32%
23,439
+627
27
$2.71M 1.26%
12,830
+2,219
28
$2.7M 1.25%
6,049
+404
29
$2.63M 1.22%
12,432
+194
30
$2.55M 1.18%
17,812
+1,861
31
$2.46M 1.14%
31,220
+838
32
$2.42M 1.12%
12,473
-695
33
$2.4M 1.11%
14,102
-48
34
$2.37M 1.1%
4,442
+105
35
$2.23M 1.03%
15,925
+3,404
36
$2.15M 0.99%
17,629
+502
37
$2M 0.93%
3,474
+38
38
$1.95M 0.9%
+39,183
39
$1.9M 0.88%
26,753
-271
40
$1.85M 0.86%
20,472
-4,884
41
$1.85M 0.86%
3,730
+3,270
42
$1.76M 0.81%
6,529
+1,652
43
$1.68M 0.78%
15,363
+609
44
$1.62M 0.75%
11,557
+708
45
$1.59M 0.74%
22,257
-3,680
46
$1.36M 0.63%
6,121
+1,628
47
$1.13M 0.52%
6,067
-510
48
$1.1M 0.51%
7,131
-5,769
49
$997K 0.46%
10,857
+1,065
50
$989K 0.46%
+3,037
1
2
3 4 5