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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
$280M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$3.33M
3
+$1.85M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.38M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.2M

Top Sells

1
+$1.04M
2
+$806K
3
+$762K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$620K
5
JNJ icon
Johnson & Johnson
JNJ
+$391K

Sector Composition

1 Technology 14.58%
2 Consumer Staples 8.41%
3 Financials 8.02%
4 Healthcare 6.9%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
51
Vanguard S&P 500 ETF
VOO
$976B
$1.01M 0.36%
1,536
SPY icon
52
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$986K 0.35%
1,372
+162
TROW icon
53
T. Rowe Price
TROW
$23.2B
$958K 0.34%
9,312
-1,142
GOOG icon
54
Alphabet (Google) Class C
GOOG
$4.42T
$895K 0.32%
2,343
+31
BAC icon
55
Bank of America
BAC
$401B
$854K 0.31%
15,976
-927
AKRE
56
Akre Focus ETF
AKRE
$5.55B
$787K 0.28%
14,497
-336
TSLA icon
57
Tesla
TSLA
$1.49T
$746K 0.27%
1,955
+15
BRK.A icon
58
Berkshire Hathaway Class A
BRK.A
$1.06T
$712K 0.25%
1
VTV icon
59
Vanguard Value ETF
VTV
$183B
$704K 0.25%
3,405
-83
SYK icon
60
Stryker
SYK
$115B
$603K 0.22%
1,914
-20
TMO icon
61
Thermo Fisher Scientific
TMO
$172B
$570K 0.2%
1,190
-79
CAT icon
62
Caterpillar
CAT
$440B
$546K 0.2%
613
+18
FDIS icon
63
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.66B
$525K 0.19%
5,140
PAYX icon
64
Paychex
PAYX
$35B
$519K 0.19%
5,606
-1,140
CCJ icon
65
Cameco
CCJ
$46B
$487K 0.17%
3,960
YUM icon
66
Yum! Brands
YUM
$42.5B
$477K 0.17%
2,985
INTC icon
67
Intel
INTC
$609B
$476K 0.17%
+5,033
DIS icon
68
Walt Disney
DIS
$175B
$472K 0.17%
4,553
+256
MRK icon
69
Merck
MRK
$285B
$470K 0.17%
4,308
+950
XLK icon
70
State Street Technology Select Sector SPDR ETF
XLK
$122B
$470K 0.17%
2,945
-655
SCHG icon
71
Schwab US Large-Cap Growth ETF
SCHG
$58.4B
$468K 0.17%
14,206
MS icon
72
Morgan Stanley
MS
$355B
$443K 0.16%
2,326
+1,000
BSX icon
73
Boston Scientific
BSX
$66.8B
$435K 0.16%
7,547
-12,980
DGRW icon
74
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$427K 0.15%
4,543
SO icon
75
Southern Company
SO
$104B
$427K 0.15%
4,411
+33
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3
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