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
$166M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$596K
3
+$446K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$397K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$396K

Top Sells

1
+$314K
2
+$236K
3
+$214K
4
HD icon
Home Depot
HD
+$202K
5
HON icon
Honeywell
HON
+$149K

Sector Composition

1 Healthcare 15.41%
2 Consumer Staples 14.46%
3 Technology 13.74%
4 Industrials 10.33%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$612K 0.37%
4,425
-603
52
$602K 0.36%
6,067
-196
53
$591K 0.35%
5,323
-51
54
$567K 0.34%
18,297
+30
55
$565K 0.34%
3,331
+625
56
$563K 0.34%
3,809
-115
57
$555K 0.33%
4,335
-55
58
$534K 0.32%
6,150
-3,613
59
$534K 0.32%
3,680
-13
60
$528K 0.32%
15,957
-95
61
$526K 0.32%
1,496
62
$510K 0.31%
3,633
+111
63
$478K 0.29%
3,408
+14
64
$469K 0.28%
1
65
$464K 0.28%
10,150
66
$456K 0.27%
1,193
67
$443K 0.27%
4,887
-1,362
68
$435K 0.26%
1,766
-30
69
$434K 0.26%
1,875
70
$431K 0.26%
7,601
-1,105
71
$422K 0.25%
5,865
72
$417K 0.25%
4,135
+177
73
$370K 0.22%
4,699
-235
74
$365K 0.22%
515
+28
75
$362K 0.22%
5,076
+150
1 2
3
4