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
$115M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$235K
2
+$215K
3
+$127K
4
TFC icon
Truist Financial
TFC
+$109K
5
CVX icon
Chevron
CVX
+$88.4K

Top Sells

1
+$127K
2
+$118K
3
+$77.7K
4
KMB icon
Kimberly-Clark
KMB
+$67.1K
5
DIS icon
Walt Disney
DIS
+$66.3K

Sector Composition

1 Healthcare 16.65%
2 Technology 15.86%
3 Industrials 15.1%
4 Consumer Staples 12.36%
5 Consumer Discretionary 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$634K 0.55%
8,595
+385
52
$608K 0.53%
24,630
-75
53
$600K 0.52%
7,783
+1,645
54
$591K 0.51%
20,000
55
$584K 0.51%
10,515
-60
56
$555K 0.48%
14,390
+925
57
$541K 0.47%
12,582
-200
58
$526K 0.46%
2,066
-29
59
$521K 0.45%
12,428
+1,108
60
$507K 0.44%
8,160
-486
61
$484K 0.42%
6,424
62
$475K 0.41%
7,095
-10
63
$470K 0.41%
2,604
-169
64
$415K 0.36%
4,220
+425
65
$390K 0.34%
11,096
-2,210
66
$388K 0.34%
5,327
-316
67
$377K 0.33%
1,015
-10
68
$368K 0.32%
2,235
+23
69
$351K 0.3%
1,207
70
$350K 0.3%
6,650
71
$320K 0.28%
1
72
$315K 0.27%
10,704
-40
73
$314K 0.27%
3,075
74
$291K 0.25%
4,420
-178
75
$264K 0.23%
2,698
1 2
3
4