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
$117M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$365K
2
+$248K
3
+$209K
4
WMT icon
Walmart
WMT
+$190K
5
TMO icon
Thermo Fisher Scientific
TMO
+$172K

Top Sells

1
+$756K
2
+$648K
3
+$480K
4
WBA
Walgreens Boots Alliance
WBA
+$337K
5
NFLX icon
Netflix
NFLX
+$251K

Sector Composition

1 Technology 16.55%
2 Healthcare 14.81%
3 Consumer Staples 13.68%
4 Industrials 13.58%
5 Consumer Discretionary 12.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$639K 0.55%
38,100
52
$639K 0.55%
3,675
+175
53
$617K 0.53%
10,165
+1,290
54
$525K 0.45%
20,358
-1,137
55
$504K 0.43%
2,048
+7
56
$494K 0.42%
6,894
-76
57
$466K 0.4%
2,338
-61
58
$453K 0.39%
9,795
-300
59
$436K 0.37%
15,029
+450
60
$414K 0.35%
4,255
-100
61
$390K 0.33%
5,998
+235
62
$354K 0.3%
1,207
63
$340K 0.29%
935
-70
64
$339K 0.29%
8,521
-655
65
$339K 0.29%
1,650
-25
66
$333K 0.28%
1,727
-155
67
$326K 0.28%
4,174
-650
68
$318K 0.27%
1
69
$312K 0.27%
2,325
70
$293K 0.25%
6,800
-50
71
$286K 0.24%
6,300
-1,325
72
$278K 0.24%
3,160
+335
73
$272K 0.23%
4,990
-2,193
74
$272K 0.23%
2,698
75
$263K 0.22%
1,429
-3,523
1 2
3
4