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
$104M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$356K
2
+$243K
3
+$207K
4
TROW icon
T. Rowe Price
TROW
+$194K
5
HD icon
Home Depot
HD
+$191K

Top Sells

1
+$1.3M
2
+$970K
3
+$482K
4
O icon
Realty Income
O
+$391K
5
ABBV icon
AbbVie
ABBV
+$294K

Sector Composition

1 Healthcare 16.6%
2 Industrials 15.53%
3 Technology 14.46%
4 Consumer Staples 13.76%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$582K 0.56%
8,120
-115
52
$553K 0.53%
13,331
+50
53
$534K 0.51%
7,380
-580
54
$533K 0.51%
12,782
-50
55
$512K 0.49%
20,000
56
$502K 0.48%
9,667
-1,383
57
$465K 0.45%
2,202
-38
58
$465K 0.45%
11,400
-500
59
$464K 0.45%
7,084
-538
60
$462K 0.44%
7,740
-500
61
$459K 0.44%
24,705
-225
62
$420K 0.4%
6,424
63
$383K 0.37%
2,823
-340
64
$370K 0.35%
6,650
65
$356K 0.34%
+8,490
66
$356K 0.34%
3,595
-50
67
$356K 0.34%
2,227
-386
68
$339K 0.33%
1,035
-215
69
$327K 0.31%
5,024
+355
70
$320K 0.31%
10,664
+1,425
71
$318K 0.31%
1,207
72
$306K 0.29%
3,820
-75
73
$299K 0.29%
1
74
$295K 0.28%
4,827
-311
75
$267K 0.26%
493
+25
1 2
3
4