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
$101M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$550K
2
+$478K
3
+$278K
4
WMT icon
Walmart
WMT
+$209K
5
INTC icon
Intel
INTC
+$140K

Top Sells

1
+$1.49M
2
+$591K
3
+$416K
4
BLK icon
Blackrock
BLK
+$260K
5
STZ icon
Constellation Brands
STZ
+$241K

Sector Composition

1 Healthcare 17.74%
2 Technology 15.53%
3 Industrials 14.01%
4 Consumer Staples 13.19%
5 Consumer Discretionary 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$521K 0.52%
7,958
-1,858
52
$515K 0.51%
7,828
+45
53
$491K 0.49%
12,257
-325
54
$478K 0.48%
+5,017
55
$477K 0.47%
8,875
-1,640
56
$449K 0.45%
2,041
-25
57
$447K 0.44%
21,570
-3,060
58
$418K 0.42%
7,020
-75
59
$415K 0.41%
7,975
-185
60
$400K 0.4%
4,395
+175
61
$398K 0.4%
6,424
62
$364K 0.36%
5,327
63
$362K 0.36%
2,419
-185
64
$348K 0.35%
9,651
-11,531
65
$348K 0.35%
10,386
-710
66
$316K 0.31%
980
-35
67
$306K 0.3%
1
68
$302K 0.3%
1,207
69
$280K 0.28%
4,813
+1,445
70
$262K 0.26%
8,800
-5,590
71
$260K 0.26%
1,987
-248
72
$250K 0.25%
10,154
-550
73
$249K 0.25%
2,325
-750
74
$242K 0.24%
2,698
75
$234K 0.23%
6,650
1 2
3
4