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
$119M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$640K
3
+$579K
4
V icon
Visa
V
+$480K
5
RTX icon
RTX Corp
RTX
+$478K

Top Sells

1
+$604K
2
+$421K
3
+$91K
4
CLX icon
Clorox
CLX
+$46.1K
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$40.4K

Sector Composition

1 Technology 20.45%
2 Consumer Staples 18.58%
3 Healthcare 16.74%
4 Industrials 11.55%
5 Consumer Discretionary 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$511K 0.43%
9,590
+485
52
$487K 0.41%
6,645
-100
53
$478K 0.4%
+6,691
54
$457K 0.38%
19,647
-300
55
$447K 0.38%
+2,568
56
$445K 0.37%
4,858
+245
57
$431K 0.36%
6,615
-620
58
$429K 0.36%
1,888
+214
59
$427K 0.36%
1,831
+67
60
$423K 0.36%
36,600
61
$408K 0.34%
2,325
+85
62
$403K 0.34%
3,857
63
$401K 0.34%
1,300
64
$377K 0.32%
6,405
65
$360K 0.3%
7,248
+2,648
66
$355K 0.3%
5,466
+501
67
$339K 0.29%
7,587
+87
68
$315K 0.27%
6,200
69
$303K 0.25%
+1,340
70
$296K 0.25%
12,445
+1,250
71
$283K 0.24%
1,570
72
$282K 0.24%
2,175
-150
73
$274K 0.23%
3,435
74
$271K 0.23%
5,630
75
$267K 0.22%
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3
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