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
$216M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.95M
3
+$1.62M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$989K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$833K

Top Sells

1
+$2.1M
2
+$1.32M
3
+$890K
4
CSX icon
CSX Corp
CSX
+$574K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$442K

Sector Composition

1 Technology 15.32%
2 Consumer Staples 10.74%
3 Financials 9.17%
4 Healthcare 8.79%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
51
NVIDIA
NVDA
$4.93T
$955K 0.44%
8,810
-120
BRK.A icon
52
Berkshire Hathaway Class A
BRK.A
$1.03T
$798K 0.37%
1
VOO icon
53
Vanguard S&P 500 ETF
VOO
$777B
$769K 0.36%
1,496
SYK icon
54
Stryker
SYK
$136B
$705K 0.33%
1,895
+694
SPY icon
55
SPDR S&P 500 ETF Trust
SPY
$677B
$679K 0.31%
1,213
-35
AVGO icon
56
Broadcom
AVGO
$1.75T
$671K 0.31%
4,010
+50
BAC icon
57
Bank of America
BAC
$392B
$670K 0.31%
16,066
+1,970
VTV icon
58
Vanguard Value ETF
VTV
$147B
$606K 0.28%
3,511
-911
MRK icon
59
Merck
MRK
$215B
$547K 0.25%
6,097
-14,729
FDIS icon
60
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.92B
$495K 0.23%
5,857
-395
TSLA icon
61
Tesla
TSLA
$1.52T
$480K 0.22%
1,852
-39
YUM icon
62
Yum! Brands
YUM
$38.4B
$473K 0.22%
3,005
-66
SCHG icon
63
Schwab US Large-Cap Growth ETF
SCHG
$54.1B
$415K 0.19%
16,566
CLX icon
64
Clorox
CLX
$13.7B
$402K 0.19%
2,731
-105
HELO icon
65
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.5B
$395K 0.18%
6,614
SBUX icon
66
Starbucks
SBUX
$91.9B
$383K 0.18%
3,909
-257
MDT icon
67
Medtronic
MDT
$116B
$377K 0.17%
4,193
-25
XLK icon
68
Technology Select Sector SPDR Fund
XLK
$98.9B
$372K 0.17%
1,800
DRI icon
69
Darden Restaurants
DRI
$21B
$367K 0.17%
1,766
+165
GOOG icon
70
Alphabet (Google) Class C
GOOG
$3.4T
$365K 0.17%
2,335
-225
DGRW icon
71
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$363K 0.17%
4,543
-17
DIS icon
72
Walt Disney
DIS
$202B
$349K 0.16%
3,541
-140
NSC icon
73
Norfolk Southern
NSC
$63.6B
$341K 0.16%
1,441
UNH icon
74
UnitedHealth
UNH
$309B
$337K 0.16%
644
-4,004
SO icon
75
Southern Company
SO
$104B
$332K 0.15%
3,615
+118
1 2
3
4 5