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
$214M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$12.9M
3
+$10.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$10.1M
5
AAPL icon
Apple
AAPL
+$9.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.7%
2 Consumer Staples 10.92%
3 Healthcare 9.06%
4 Financials 8.63%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$918K 0.43%
+3,960
52
$806K 0.38%
+1,496
53
$764K 0.36%
+1,891
54
$749K 0.35%
+4,422
55
$731K 0.34%
+1,248
56
$681K 0.32%
+1
57
$620K 0.29%
+14,096
58
$609K 0.28%
+6,252
59
$574K 0.27%
+17,795
60
$488K 0.23%
+2,560
61
$484K 0.23%
+18,239
62
$473K 0.22%
+4,857
63
$462K 0.22%
+16,566
64
$461K 0.21%
+2,836
65
$455K 0.21%
+7,626
66
$450K 0.21%
+8,361
67
$432K 0.2%
+1,201
68
$419K 0.2%
+1,800
69
$412K 0.19%
+3,071
70
$410K 0.19%
+6,614
71
$410K 0.19%
+3,681
72
$380K 0.18%
+4,166
73
$369K 0.17%
+4,560
74
$369K 0.17%
+3,187
75
$345K 0.16%
+6,003
1 2
3
4 5