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
$210M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$795K
3
+$759K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$757K
5
NVDA icon
NVIDIA
NVDA
+$614K

Top Sells

1
+$487K
2
+$348K
3
+$290K
4
WMT icon
Walmart
WMT
+$267K
5
CAT icon
Caterpillar
CAT
+$218K

Sector Composition

1 Technology 16.73%
2 Consumer Staples 11.44%
3 Healthcare 10.26%
4 Industrials 8.26%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$774K 0.37%
19,464
+1,269
52
$748K 0.36%
1,496
53
$716K 0.34%
3,331
54
$658K 0.31%
10,051
-50
55
$649K 0.31%
1,193
56
$636K 0.3%
3,960
+1,450
57
$615K 0.29%
3,835
+212
58
$612K 0.29%
1
59
$595K 0.28%
17,795
+70
60
$571K 0.27%
20,393
-585
61
$562K 0.27%
5,283
+105
62
$550K 0.26%
3,635
63
$538K 0.26%
10,981
-375
64
$516K 0.25%
6,373
65
$484K 0.23%
3,655
66
$471K 0.22%
1,385
+5
67
$449K 0.21%
4,477
+342
68
$426K 0.2%
3,123
-182
69
$416K 0.2%
529
+5
70
$407K 0.19%
1,800
71
$393K 0.19%
2,140
-20
72
$375K 0.18%
3,781
-145
73
$364K 0.17%
3,750
-269
74
$350K 0.17%
4,495
-288
75
$345K 0.16%
1,875
1 2
3
4