HCM

Hall Capital Management Portfolio holdings

AUM $254M
1-Year Est. Return 14.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.39%
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
51
$955K 0.44%
8,810
-120
52
$798K 0.37%
1
53
$769K 0.36%
1,496
54
$705K 0.33%
1,895
+694
55
$679K 0.31%
1,213
-35
56
$671K 0.31%
4,010
+50
57
$670K 0.31%
16,066
+1,970
58
$606K 0.28%
3,511
-911
59
$547K 0.25%
6,097
-14,729
60
$495K 0.23%
5,857
-395
61
$480K 0.22%
1,852
-39
62
$473K 0.22%
3,005
-66
63
$415K 0.19%
16,566
64
$402K 0.19%
2,731
-105
65
$395K 0.18%
6,614
66
$383K 0.18%
3,909
-257
67
$377K 0.17%
4,193
-25
68
$372K 0.17%
3,600
69
$367K 0.17%
1,766
+165
70
$365K 0.17%
2,335
-225
71
$363K 0.17%
4,543
-17
72
$349K 0.16%
3,541
-140
73
$341K 0.16%
1,441
74
$337K 0.16%
644
-4,004
75
$332K 0.15%
3,615
+118
1 2
3
4 5