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
$123M
AUM Growth
+$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$309K
2
+$218K
3
+$211K
4
AMZN icon
Amazon
AMZN
+$157K
5
HON icon
Honeywell
HON
+$117K

Top Sells

1
+$216K
2
+$132K
3
+$84.4K
4
BA icon
Boeing
BA
+$79.9K
5
JNJ icon
Johnson & Johnson
JNJ
+$69.7K

Sector Composition

1 Technology 17.4%
2 Healthcare 14.6%
3 Consumer Staples 14.07%
4 Industrials 13.38%
5 Consumer Discretionary 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$679K 0.55%
12,328
+950
52
$661K 0.54%
3,219
+1,506
53
$619K 0.5%
36,600
+3,500
54
$527K 0.43%
14,954
+300
55
$509K 0.41%
4,485
+160
56
$493K 0.4%
8,580
+65
57
$482K 0.39%
1,815
-11
58
$480K 0.39%
19,917
-45
59
$475K 0.39%
8,055
+1,695
60
$461K 0.38%
6,695
-100
61
$452K 0.37%
2,328
-10
62
$424K 0.35%
6,605
+305
63
$418K 0.34%
1,300
+93
64
$383K 0.31%
4,174
65
$372K 0.3%
7,745
66
$369K 0.3%
4,965
67
$342K 0.28%
2,325
68
$340K 0.28%
1
69
$330K 0.27%
1,570
-5
70
$328K 0.27%
3,470
+40
71
$315K 0.26%
6,750
-45
72
$313K 0.25%
2,443
+375
73
$297K 0.24%
1,578
+230
74
$258K 0.21%
2,398
-300
75
$245K 0.2%
487
-12
1 2
3
4