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
$156M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$454K
3
+$411K
4
TMO icon
Thermo Fisher Scientific
TMO
+$236K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$229K

Top Sells

1
+$2.53M
2
+$2.06M
3
+$1.97M
4
COST icon
Costco
COST
+$906K
5
TGT icon
Target
TGT
+$739K

Sector Composition

1 Technology 16.94%
2 Consumer Staples 13.74%
3 Healthcare 13.13%
4 Industrials 9.53%
5 Financials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$557K 0.36%
20,345
+1,390
52
$548K 0.35%
17,819
-404
53
$548K 0.35%
2,189
-167
54
$543K 0.35%
16,767
-63,452
55
$531K 0.34%
1
56
$521K 0.33%
5,115
+122
57
$510K 0.33%
1,193
58
$510K 0.33%
4,080
-50
59
$503K 0.32%
5,513
-79
60
$497K 0.32%
7,121
-207
61
$497K 0.32%
3,600
+36
62
$476K 0.31%
3,631
+18
63
$460K 0.29%
3,635
64
$412K 0.26%
13,670
-12,500
65
$377K 0.24%
1,380
+100
66
$375K 0.24%
1,875
67
$359K 0.23%
555
+27
68
$356K 0.23%
5,499
-55
69
$341K 0.22%
4,356
+130
70
$341K 0.22%
4,883
-1,650
71
$340K 0.22%
5,865
72
$330K 0.21%
4,077
-613
73
$323K 0.21%
12,064
+416
74
$320K 0.21%
1,624
-21
75
$305K 0.2%
1,180
+55
1 2
3
4