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
$126M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$373K
2
+$252K
3
+$227K
4
V icon
Visa
V
+$214K
5
TMO icon
Thermo Fisher Scientific
TMO
+$146K

Top Sells

1
+$1.21M
2
+$428K
3
+$405K
4
XOM icon
Exxon Mobil
XOM
+$339K
5
AXP icon
American Express
AXP
+$274K

Sector Composition

1 Technology 19.62%
2 Consumer Staples 18.7%
3 Healthcare 15.72%
4 Consumer Discretionary 12.53%
5 Industrials 12.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$546K 0.43%
6,664
+49
52
$519K 0.41%
2,633
+65
53
$513K 0.41%
19,797
+150
54
$505K 0.4%
6,545
-100
55
$492K 0.39%
2,300
-25
56
$484K 0.38%
12,533
-1,737
57
$450K 0.36%
3,857
58
$447K 0.35%
1,705
-183
59
$435K 0.34%
1,300
60
$429K 0.34%
6,158
-533
61
$416K 0.33%
1,831
62
$384K 0.3%
6,370
-35
63
$373K 0.3%
+2,610
64
$350K 0.28%
7,240
-8
65
$338K 0.27%
1,620
+50
66
$337K 0.27%
6,630
+430
67
$320K 0.25%
1
68
$319K 0.25%
5,466
69
$317K 0.25%
562
+180
70
$312K 0.25%
12,945
+500
71
$308K 0.24%
1,330
-10
72
$298K 0.24%
5,630
73
$297K 0.24%
2,075
-100
74
$278K 0.22%
3,420
-15
75
$274K 0.22%
26,600
-10,000
1 2
3
4