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
-$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$201K
3
+$151K
4
AXP icon
American Express
AXP
+$99.9K
5
WMT icon
Walmart
WMT
+$91.4K

Top Sells

1
+$563K
2
+$524K
3
+$263K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$250K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$240K

Sector Composition

1 Technology 16.36%
2 Consumer Staples 14.87%
3 Healthcare 14.19%
4 Industrials 13.24%
5 Consumer Discretionary 12.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$629K 0.55%
11,378
-817
52
$518K 0.45%
33,100
-5,000
53
$511K 0.45%
8,515
-1,650
54
$500K 0.44%
6,795
-99
55
$470K 0.41%
4,325
+70
56
$461K 0.4%
19,962
-396
57
$451K 0.39%
1,826
-222
58
$427K 0.37%
14,654
-375
59
$420K 0.37%
2,338
60
$374K 0.33%
6,360
+362
61
$360K 0.31%
2,325
62
$358K 0.31%
1,207
63
$356K 0.31%
935
64
$352K 0.31%
7,745
-2,050
65
$341K 0.3%
1,575
-75
66
$336K 0.29%
4,174
67
$321K 0.28%
3,430
+270
68
$319K 0.28%
6,300
69
$313K 0.27%
4,965
-25
70
$312K 0.27%
1
71
$305K 0.27%
1,713
-14
72
$305K 0.27%
6,795
-5
73
$277K 0.24%
2,698
74
$232K 0.2%
1,348
+142
75
$222K 0.19%
499
+22
1 2
3
4