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
$203M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$9.66M
3
+$2.21M
4
BX icon
Blackstone
BX
+$1.22M
5
NVDA icon
NVIDIA
NVDA
+$241K

Top Sells

1
+$1.18M
2
+$249K
3
+$220K
4
ADBE icon
Adobe
ADBE
+$215K
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$210K

Sector Composition

1 Technology 15.4%
2 Consumer Staples 11.49%
3 Healthcare 11.11%
4 Industrials 8.76%
5 Financials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$685K 0.34%
3,331
52
$657K 0.32%
17,725
+210
53
$634K 0.31%
1
54
$624K 0.31%
1,193
55
$590K 0.29%
3,623
-53
56
$582K 0.29%
20,978
-8,984
57
$559K 0.28%
11,356
-1,280
58
$529K 0.26%
3,635
59
$526K 0.26%
6,373
60
$507K 0.25%
3,655
61
$506K 0.25%
3,305
-294
62
$501K 0.25%
5,178
+146
63
$494K 0.24%
1,380
64
$482K 0.24%
993
65
$480K 0.24%
3,926
+334
66
$437K 0.22%
4,783
-195
67
$437K 0.22%
524
-11
68
$403K 0.2%
4,135
69
$380K 0.19%
2,163
-27
70
$376K 0.19%
1,474
-135
71
$375K 0.19%
1,800
72
$374K 0.18%
4,297
+36
73
$365K 0.18%
1,875
74
$362K 0.18%
4,019
-65
75
$348K 0.17%
4,815
-16,306
1 2
3
4