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
$84.1M
AUM Growth
-$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$544K
2
+$502K
3
+$462K
4
CLX icon
Clorox
CLX
+$384K
5
MSFT icon
Microsoft
MSFT
+$302K

Top Sells

1
+$805K
2
+$502K
3
+$465K
4
URI icon
United Rentals
URI
+$345K
5
CVX icon
Chevron
CVX
+$296K

Sector Composition

1 Healthcare 21.85%
2 Consumer Staples 18.81%
3 Technology 13.25%
4 Industrials 11.17%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$480K 0.57%
3,933
+112
52
$470K 0.56%
9,931
-1,949
53
$467K 0.56%
7,478
-1,300
54
$462K 0.55%
+6,550
55
$456K 0.54%
7,680
-375
56
$400K 0.48%
5,965
+1,410
57
$392K 0.47%
4,270
-325
58
$359K 0.43%
7,345
+35
59
$344K 0.41%
2,665
-179
60
$337K 0.4%
4,415
-405
61
$322K 0.38%
20,000
62
$296K 0.35%
5,851
-1,500
63
$288K 0.34%
4,487
-196
64
$260K 0.31%
1,886
-130
65
$259K 0.31%
28,935
-4,500
66
$256K 0.3%
7,098
-150
67
$250K 0.3%
3,482
-1,476
68
$243K 0.29%
+4,880
69
$237K 0.28%
7,100
70
$224K 0.27%
5,278
-684
71
$222K 0.26%
4,724
+262
72
$210K 0.25%
+1,608
73
$207K 0.25%
9,621
-150
74
$157K 0.19%
10,140
-800
75
– –
-7,208
1 2
3
4