HCM

Hall Capital Management Portfolio holdings

AUM $259M
1-Year Est. Return 15.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$1.2M
3
+$599K
4
BSX icon
Boston Scientific
BSX
+$523K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$284K

Top Sells

1
+$395K
2
+$378K
3
+$337K
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$190K
5
MRK icon
Merck
MRK
+$79.8K

Sector Composition

1 Technology 16.63%
2 Consumer Staples 9.85%
3 Financials 9.24%
4 Healthcare 7.51%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 1.27%
16,134
+149
27
$2.94M 1.24%
12,628
+196
28
$2.85M 1.2%
6,155
+106
29
$2.81M 1.19%
34,821
+3,601
30
$2.79M 1.18%
23,671
+232
31
$2.65M 1.12%
20,584
+193
32
$2.6M 1.1%
3,517
+43
33
$2.55M 1.08%
12,472
-1
34
$2.34M 0.99%
44,743
+5,560
35
$2.31M 0.98%
14,497
+395
36
$2.17M 0.91%
4,457
+15
37
$2.14M 0.9%
6,712
+183
38
$2.13M 0.9%
17,246
-383
39
$2.07M 0.87%
15,488
+125
40
$2.06M 0.87%
3,788
+58
41
$1.98M 0.84%
4,889
-903
42
$1.96M 0.83%
28,200
+1,447
43
$1.81M 0.77%
20,377
-95
44
$1.8M 0.76%
12,053
+496
45
$1.62M 0.69%
22,922
+665
46
$1.46M 0.62%
6,175
+54
47
$1.43M 0.6%
9,060
+250
48
$1.31M 0.55%
3,616
+579
49
$1.17M 0.49%
5,989
-78
50
$1.15M 0.49%
4,181
+171
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