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HCM

Hall Capital Management Portfolio holdings

AUM $280M
1-Year Est. Return 14.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.59M
3
+$1.09M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$773K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$207K

Top Sells

1
+$1.53M
2
+$321K
3
+$146K
4
MRK icon
Merck
MRK
+$119K
5
MSFT icon
Microsoft
MSFT
+$117K

Sector Composition

1 Technology 17.08%
2 Financials 9.25%
3 Consumer Staples 9.09%
4 Healthcare 7.54%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.17M 1.25%
18,326
+17
27
$3.05M 1.2%
6,114
-41
28
$3M 1.18%
36,896
+2,075
29
$2.95M 1.16%
23,824
+153
30
$2.68M 1.06%
12,441
-31
31
$2.66M 1.05%
13,403
+5
32
$2.58M 1.02%
20,723
+139
33
$2.57M 1.01%
3,495
-22
34
$2.46M 0.97%
17,008
-238
35
$2.41M 0.95%
44,817
+74
36
$2.25M 0.89%
4,473
+16
37
$2.24M 0.88%
6,736
+24
38
$2.21M 0.87%
14,375
-122
39
$2.16M 0.85%
12,628
+575
40
$2.14M 0.85%
28,397
+197
41
$2.01M 0.79%
20,583
+15,415
42
$1.99M 0.78%
15,144
-344
43
$1.81M 0.71%
19,766
-611
44
$1.7M 0.67%
9,123
+63
45
$1.66M 0.65%
3,706
-82
46
$1.54M 0.61%
6,044
-131
47
$1.51M 0.6%
22,784
-138
48
$1.44M 0.57%
3,631
+15
49
$1.38M 0.54%
4,181
50
$1.24M 0.49%
5,959
-30
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2
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