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
$169M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$946K
3
+$907K
4
META icon
Meta Platforms (Facebook)
META
+$205K
5
JPM icon
JPMorgan Chase
JPM
+$198K

Top Sells

1
+$1.42M
2
+$789K
3
+$696K
4
CFG icon
Citizens Financial Group
CFG
+$512K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$298K

Sector Composition

1 Technology 15.79%
2 Consumer Staples 14.66%
3 Healthcare 14.09%
4 Industrials 9.83%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$661K 0.39%
4,008
+199
52
$610K 0.36%
3,331
53
$590K 0.35%
5,667
-400
54
$574K 0.34%
3,628
-5
55
$563K 0.33%
4,265
-70
56
$563K 0.33%
1,496
57
$548K 0.32%
18,297
58
$527K 0.31%
5,259
-891
59
$499K 0.3%
6,713
-90
60
$491K 0.29%
3,556
+148
61
$489K 0.29%
2,356
-12
62
$488K 0.29%
1,193
63
$484K 0.29%
15,948
-16,872
64
$480K 0.28%
7,328
-273
65
$477K 0.28%
1,875
66
$475K 0.28%
16,615
+658
67
$466K 0.28%
1
68
$460K 0.27%
5,002
+115
69
$453K 0.27%
10,150
70
$437K 0.26%
3,655
-25
71
$407K 0.24%
5,865
72
$405K 0.24%
4,135
73
$376K 0.22%
5,409
+333
74
$365K 0.22%
1,280
-50
75
$351K 0.21%
1,655
-111
1 2
3
4