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
$105M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$355K
3
+$226K
4
SYK icon
Stryker
SYK
+$204K
5
UNP icon
Union Pacific
UNP
+$119K

Top Sells

1
+$267K
2
+$240K
3
+$218K
4
PBCT
People's United Financial Inc
PBCT
+$195K
5
D icon
Dominion Energy
D
+$187K

Sector Composition

1 Healthcare 16.52%
2 Consumer Staples 15.93%
3 Industrials 14.94%
4 Technology 13.43%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$624K 0.59%
4,248
-130
52
$601K 0.57%
8,215
-700
53
$593K 0.56%
3,858
-200
54
$592K 0.56%
6,521
-65
55
$544K 0.52%
10,950
-300
56
$496K 0.47%
20,000
57
$487K 0.46%
7,140
-1,171
58
$455K 0.43%
7,951
-1,400
59
$433K 0.41%
2,641
+135
60
$429K 0.41%
2,399
-82
61
$425K 0.4%
7,780
+1,600
62
$415K 0.39%
3,795
-310
63
$409K 0.39%
12,740
-140
64
$407K 0.39%
26,205
-300
65
$375K 0.36%
4,578
+265
66
$375K 0.36%
2,641
+475
67
$355K 0.34%
+8,000
68
$344K 0.33%
3,074
-201
69
$342K 0.32%
6,424
70
$304K 0.29%
7,160
+40
71
$303K 0.29%
6,750
72
$285K 0.27%
1,207
-2
73
$272K 0.26%
10,008
-480
74
$250K 0.24%
1
75
$238K 0.23%
2,698
1 2
3
4