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
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$314K
2
+$271K
3
+$251K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$250K
5
AEP icon
American Electric Power
AEP
+$237K

Top Sells

1
+$208K
2
+$128K
3
+$118K
4
TFC icon
Truist Financial
TFC
+$84.9K
5
ADP icon
Automatic Data Processing
ADP
+$69.5K

Sector Composition

1 Technology 16.57%
2 Healthcare 15.99%
3 Industrials 14.38%
4 Consumer Staples 12.98%
5 Consumer Discretionary 11.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$616K 0.54%
5,637
+620
52
$603K 0.52%
7,413
-415
53
$596K 0.52%
11,945
-312
54
$536K 0.47%
21,495
-75
55
$517K 0.45%
8,875
56
$497K 0.43%
2,041
57
$478K 0.42%
6,970
-50
58
$453K 0.39%
10,095
-291
59
$448K 0.39%
2,399
-20
60
$402K 0.35%
14,579
+4,425
61
$400K 0.35%
9,176
-475
62
$397K 0.35%
4,355
-40
63
$387K 0.34%
7,183
-775
64
$383K 0.33%
1,005
+25
65
$364K 0.32%
7,625
-350
66
$361K 0.31%
5,763
+950
67
$357K 0.31%
4,824
-1,600
68
$341K 0.3%
1,207
69
$337K 0.29%
5,327
70
$331K 0.29%
1,675
+200
71
$314K 0.27%
1,882
-105
72
$314K 0.27%
+1,211
73
$301K 0.26%
1
74
$284K 0.25%
8,750
-50
75
$276K 0.24%
6,850
+200
1 2
3
4