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
$138M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$569K
2
+$524K
3
+$463K
4
EV
Eaton Vance Corp.
EV
+$330K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$305K

Top Sells

1
+$758K
2
+$570K
3
+$546K
4
AXP icon
American Express
AXP
+$518K
5
INTC icon
Intel
INTC
+$427K

Sector Composition

1 Technology 19.12%
2 Consumer Staples 17.85%
3 Healthcare 15.76%
4 Consumer Discretionary 12.28%
5 Industrials 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$590K 0.43%
19,497
-300
52
$569K 0.41%
+9,425
53
$560K 0.4%
6,545
54
$527K 0.38%
2,220
-80
55
$486K 0.35%
1,300
56
$484K 0.35%
6,158
57
$479K 0.35%
11,692
-841
58
$463K 0.33%
+6,480
59
$460K 0.33%
1,282
-48
60
$447K 0.32%
1,831
61
$443K 0.32%
3,663
-4,280
62
$442K 0.32%
3,397
-460
63
$441K 0.32%
1,615
-90
64
$408K 0.29%
13,475
+530
65
$397K 0.29%
1,620
66
$389K 0.28%
6,265
-105
67
$383K 0.28%
531
-31
68
$370K 0.27%
5,416
-50
69
$348K 0.25%
1
70
$344K 0.25%
7,120
-120
71
$344K 0.25%
26,600
72
$332K 0.24%
6,530
-100
73
$330K 0.24%
+4,860
74
$328K 0.24%
5,740
+110
75
$316K 0.23%
2,075
1 2
3
4