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
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$302K
3
+$228K
4
CARR icon
Carrier Global
CARR
+$209K
5
ADP icon
Automatic Data Processing
ADP
+$191K

Top Sells

1
+$404K
2
+$334K
3
+$224K
4
MSFT icon
Microsoft
MSFT
+$189K
5
PFE icon
Pfizer
PFE
+$186K

Sector Composition

1 Technology 16.67%
2 Consumer Staples 14.35%
3 Healthcare 13.37%
4 Industrials 9.97%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$729K 0.41%
4,365
52
$621K 0.35%
18,223
-74
53
$617K 0.35%
2,356
54
$609K 0.34%
1,496
55
$594K 0.34%
3,331
56
$575K 0.32%
3,613
-15
57
$572K 0.32%
4,130
-135
58
$554K 0.31%
5,592
-75
59
$544K 0.31%
18,955
+2,340
60
$537K 0.3%
7,328
61
$529K 0.3%
1,193
62
$518K 0.29%
1
63
$506K 0.29%
3,564
+8
64
$504K 0.28%
4,993
-9
65
$468K 0.26%
1,875
66
$456K 0.26%
10,075
-75
67
$452K 0.26%
6,533
-180
68
$450K 0.25%
3,635
-20
69
$419K 0.24%
4,690
-569
70
$405K 0.23%
4,135
71
$391K 0.22%
1,280
72
$390K 0.22%
5,554
+145
73
$375K 0.21%
5,865
74
$373K 0.21%
1,645
-10
75
$372K 0.21%
4,226
+120
1 2
3
4