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
$97.9M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.03M
3
+$714K
4
VZ icon
Verizon
VZ
+$696K
5
WMT icon
Walmart
WMT
+$627K

Top Sells

1
+$3.68M
2
+$2.04M
3
+$1.49M
4
JPM icon
JPMorgan Chase
JPM
+$717K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$475K

Sector Composition

1 Consumer Staples 19.49%
2 Technology 19.25%
3 Healthcare 16.84%
4 Industrials 11.79%
5 Consumer Discretionary 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$444K 0.45%
9,105
+525
52
$421K 0.43%
12,905
-4,115
53
$416K 0.43%
4,613
+128
54
$404K 0.41%
36,600
55
$395K 0.4%
1,764
-51
56
$384K 0.39%
7,235
-3,030
57
$381K 0.39%
19,947
+30
58
$359K 0.37%
3,858
+1,415
59
$357K 0.36%
6,405
-200
60
$347K 0.35%
1,091
+430
61
$335K 0.34%
1,300
62
$327K 0.33%
2,240
-88
63
$310K 0.32%
3,857
-317
64
$308K 0.31%
2,325
65
$308K 0.31%
+6,200
66
$295K 0.3%
4,965
67
$285K 0.29%
7,500
-39,245
68
$279K 0.29%
1,674
-1,545
69
$275K 0.28%
3,435
-35
70
$272K 0.28%
1
71
$261K 0.27%
1,570
72
$240K 0.25%
5,630
-2,115
73
$238K 0.24%
11,195
-3,759
74
$212K 0.22%
+4,600
75
– –
-690
1 2
3
4