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
$114M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$411K
3
+$398K
4
CVX icon
Chevron
CVX
+$365K
5
DD icon
DuPont de Nemours
DD
+$243K

Top Sells

1
+$563K
2
+$511K
3
+$329K
4
WELL icon
Welltower
WELL
+$317K
5
GIS icon
General Mills
GIS
+$297K

Sector Composition

1 Healthcare 16.26%
2 Industrials 15.38%
3 Consumer Staples 14.32%
4 Technology 13.63%
5 Consumer Discretionary 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$659K 0.58%
12,520
+400
52
$621K 0.54%
8,235
-305
53
$593K 0.52%
11,050
-1,368
54
$592K 0.52%
10,515
-200
55
$554K 0.48%
7,622
-325
56
$549K 0.48%
12,832
57
$532K 0.47%
13,281
+1,080
58
$531K 0.46%
8,240
-155
59
$523K 0.46%
20,000
60
$468K 0.41%
2,240
-128
61
$465K 0.41%
7,960
-100
62
$465K 0.41%
11,900
-660
63
$461K 0.4%
2,613
-23
64
$458K 0.4%
3,163
-15
65
$457K 0.4%
24,930
-750
66
$414K 0.36%
3,645
67
$411K 0.36%
6,424
68
$391K 0.34%
7,069
-2,673
69
$375K 0.33%
6,650
70
$369K 0.32%
1,250
-50
71
$344K 0.3%
5,807
-5,020
72
$340K 0.3%
4,369
-2,612
73
$328K 0.29%
5,138
-330
74
$322K 0.28%
1,207
75
$315K 0.28%
3,895
+207
1 2
3
4