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
$106M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$223K
3
+$207K
4
CFG icon
Citizens Financial Group
CFG
+$194K
5
TROW icon
T. Rowe Price
TROW
+$183K

Top Sells

1
+$295K
2
+$239K
3
+$222K
4
BMY icon
Bristol-Myers Squibb
BMY
+$191K
5
MO icon
Altria Group
MO
+$134K

Sector Composition

1 Healthcare 15.93%
2 Technology 15.39%
3 Industrials 14.76%
4 Consumer Staples 12.8%
5 Consumer Discretionary 12.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$589K 0.56%
10,575
+60
52
$567K 0.53%
8,210
+470
53
$555K 0.52%
9,588
-79
54
$525K 0.5%
24,705
55
$524K 0.49%
13,465
+4,975
56
$524K 0.49%
12,782
57
$512K 0.48%
13,306
-25
58
$490K 0.46%
2,095
-107
59
$478K 0.45%
8,646
-3,463
60
$473K 0.45%
11,320
-80
61
$460K 0.43%
7,105
-1,015
62
$453K 0.43%
6,138
+1,114
63
$446K 0.42%
6,424
64
$430K 0.41%
2,212
-15
65
$418K 0.39%
2,773
-50
66
$347K 0.33%
6,650
67
$344K 0.32%
1,025
-10
68
$339K 0.32%
5,643
-1,441
69
$327K 0.31%
1,207
70
$325K 0.31%
3,795
-25
71
$303K 0.29%
10,744
+80
72
$302K 0.28%
4,598
-229
73
$286K 0.27%
3,075
-520
74
$282K 0.27%
1
75
$250K 0.24%
2,698
1 2
3
4