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
$170M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$1.18M
3
+$324K
4
MRK icon
Merck
MRK
+$298K
5
AVGO icon
Broadcom
AVGO
+$280K

Top Sells

1
+$2.86M
2
+$721K
3
+$412K
4
VZ icon
Verizon
VZ
+$309K
5
ABBV icon
AbbVie
ABBV
+$281K

Sector Composition

1 Technology 17.42%
2 Consumer Staples 12.82%
3 Healthcare 12.57%
4 Industrials 9.65%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$594K 0.35%
12,636
-2,896
52
$567K 0.33%
1,193
53
$550K 0.32%
3,676
+76
54
$544K 0.32%
2,190
+1
55
$543K 0.32%
1
56
$513K 0.3%
3,599
-32
57
$508K 0.3%
5,032
-83
58
$503K 0.3%
6,373
-748
59
$498K 0.29%
3,635
60
$478K 0.28%
4,978
-535
61
$478K 0.28%
3,655
-425
62
$434K 0.26%
535
-20
63
$413K 0.24%
1,380
64
$380K 0.22%
1,609
-15
65
$370K 0.22%
7,360
66
$351K 0.21%
993
67
$351K 0.21%
4,261
-95
68
$350K 0.21%
1,875
69
$348K 0.2%
10,515
-1,549
70
$348K 0.2%
4,135
71
$346K 0.2%
1,800
72
$343K 0.2%
4,344
-539
73
$326K 0.19%
4,084
-175
74
$324K 0.19%
3,592
-485
75
$323K 0.19%
8,575
-8,192
1 2
3
4