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
$109M
AUM Growth
+$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$539K
2
+$224K
3
+$207K
4
AXP icon
American Express
AXP
+$205K
5
RTN
Raytheon Company
RTN
+$146K

Top Sells

1
+$282K
2
+$263K
3
+$184K
4
GIS icon
General Mills
GIS
+$173K
5
DIS icon
Walt Disney
DIS
+$159K

Sector Composition

1 Healthcare 17.49%
2 Industrials 15.11%
3 Consumer Staples 14.25%
4 Technology 13.21%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$622K 0.57%
8,540
+400
52
$614K 0.57%
7,947
-130
53
$590K 0.54%
12,120
-100
54
$580K 0.53%
4,905
+575
55
$560K 0.52%
10,827
-3,343
56
$541K 0.5%
6,981
-81
57
$540K 0.5%
9,742
-3,328
58
$535K 0.49%
20,000
59
$522K 0.48%
12,832
-1,616
60
$488K 0.45%
12,201
+2,075
61
$464K 0.43%
25,680
+75
62
$460K 0.42%
12,560
-60
63
$453K 0.42%
2,368
64
$450K 0.41%
2,636
-123
65
$446K 0.41%
8,395
+125
66
$420K 0.39%
3,178
-15
67
$398K 0.37%
3,645
68
$387K 0.36%
8,060
69
$380K 0.35%
6,424
70
$330K 0.3%
1,300
+20
71
$328K 0.3%
6,650
72
$320K 0.29%
5,468
-735
73
$303K 0.28%
1,207
74
$287K 0.26%
3,688
+243
75
$275K 0.25%
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3
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