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
$157M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$997K
2
+$193K
3
+$106K
4
TGT icon
Target
TGT
+$102K
5
BAC icon
Bank of America
BAC
+$92.3K

Top Sells

1
+$420K
2
+$233K
3
+$207K
4
T icon
AT&T
T
+$178K
5
VZ icon
Verizon
VZ
+$119K

Sector Composition

1 Technology 18.29%
2 Consumer Staples 14.1%
3 Healthcare 13.84%
4 Industrials 11.42%
5 Consumer Discretionary 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$740K 0.47%
5,906
+130
52
$735K 0.47%
4,438
-310
53
$636K 0.41%
2,460
54
$632K 0.4%
7,853
-165
55
$601K 0.38%
3,585
-20
56
$594K 0.38%
1,505
57
$580K 0.37%
19,497
58
$570K 0.36%
6,035
+50
59
$558K 0.36%
1,300
60
$549K 0.35%
10,303
61
$545K 0.35%
4,252
+386
62
$537K 0.34%
2,244
-10
63
$536K 0.34%
1,580
-20
64
$520K 0.33%
7,138
+1,450
65
$496K 0.32%
6,173
-85
66
$484K 0.31%
1,027
-68
67
$481K 0.31%
10,572
-60
68
$475K 0.3%
566
+35
69
$470K 0.3%
5,540
+124
70
$465K 0.3%
26,600
71
$459K 0.29%
3,073
-324
72
$434K 0.28%
2,957
-3
73
$429K 0.27%
5,674
-700
74
$421K 0.27%
1,595
75
$411K 0.26%
1
1 2
3
4