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
$152M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.96M
3
+$884K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$867K
5
MTB icon
M&T Bank
MTB
+$587K

Top Sells

1
+$2.17M
2
+$763K
3
+$593K
4
PBCT
People's United Financial Inc
PBCT
+$532K
5
SBUX icon
Starbucks
SBUX
+$423K

Sector Composition

1 Healthcare 15.59%
2 Technology 15.55%
3 Consumer Staples 14.81%
4 Industrials 10.46%
5 Consumer Discretionary 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$583K 0.38%
6,896
-290
52
$559K 0.37%
6,037
+104
53
$559K 0.37%
2,490
+9
54
$555K 0.37%
4,890
-374
55
$537K 0.35%
7,028
-5,538
56
$531K 0.35%
18,267
57
$525K 0.35%
2,982
+1,374
58
$519K 0.34%
1,496
-9
59
$515K 0.34%
3,651
-76
60
$508K 0.33%
16,326
-122
61
$506K 0.33%
5,635
-1,650
62
$502K 0.33%
3,624
+335
63
$498K 0.33%
5,462
-381
64
$452K 0.3%
5,865
-400
65
$450K 0.3%
1,193
66
$433K 0.29%
3,281
+1,664
67
$424K 0.28%
10,150
68
$416K 0.27%
1,831
+11
69
$409K 0.27%
1
70
$403K 0.27%
1,875
71
$399K 0.26%
4,974
-15
72
$390K 0.26%
18,597
-14,036
73
$380K 0.25%
3,958
74
$375K 0.25%
10,037
-126
75
$337K 0.22%
5,252
-155
1 2
3
4 5