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
$177M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.02M
3
+$720K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$592K
5
PYPL icon
PayPal
PYPL
+$484K

Top Sells

1
+$1.01M
2
+$755K
3
+$714K
4
WM icon
Waste Management
WM
+$525K
5
SBUX icon
Starbucks
SBUX
+$520K

Sector Composition

1 Technology 18%
2 Healthcare 14.31%
3 Consumer Staples 13.34%
4 Consumer Discretionary 10.74%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$744K 0.42%
7,195
+1,289
52
$737K 0.42%
5,311
-1,281
53
$733K 0.41%
16,475
-1,822
54
$688K 0.39%
18,292
-1,205
55
$678K 0.38%
7,305
+1,270
56
$657K 0.37%
1,505
57
$655K 0.37%
3,759
-679
58
$650K 0.37%
7,436
-2,485
59
$618K 0.35%
33,284
-22,092
60
$617K 0.35%
1,300
61
$595K 0.34%
5,770
+230
62
$558K 0.32%
1,874
-370
63
$550K 0.31%
3,361
-224
64
$534K 0.3%
6,968
-3,055
65
$529K 0.3%
3,045
-28
66
$525K 0.3%
10,203
-100
67
$488K 0.28%
533
-33
68
$481K 0.27%
5,602
-2,251
69
$481K 0.27%
10,150
-422
70
$474K 0.27%
26,600
71
$461K 0.26%
1,372
-208
72
$451K 0.26%
1
73
$433K 0.24%
2,916
-41
74
$426K 0.24%
4,989
-685
75
$409K 0.23%
772
-255
1 2
3
4