HCM

Hall Capital Management Portfolio holdings

AUM $259M
1-Year Est. Return 15.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$1.2M
3
+$599K
4
BSX icon
Boston Scientific
BSX
+$523K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$284K

Top Sells

1
+$395K
2
+$378K
3
+$337K
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$190K
5
MRK icon
Merck
MRK
+$79.8K

Sector Composition

1 Technology 16.63%
2 Consumer Staples 9.85%
3 Financials 9.24%
4 Healthcare 7.51%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.44%
7,131
52
$1.03M 0.44%
10,715
-142
53
$850K 0.36%
1,496
54
$845K 0.36%
17,857
+1,791
55
$750K 0.32%
1,895
56
$749K 0.32%
1,213
57
$729K 0.31%
1
58
$647K 0.27%
2,038
+186
59
$576K 0.24%
3,259
-252
60
$555K 0.23%
+5,168
61
$543K 0.23%
4,377
+836
62
$509K 0.21%
5,407
-450
63
$456K 0.19%
3,600
64
$445K 0.19%
3,005
65
$417K 0.18%
2,350
+15
66
$416K 0.18%
4,527
+912
67
$415K 0.18%
14,206
-2,360
68
$403K 0.17%
5,093
-1,004
69
$386K 0.16%
1,771
+5
70
$380K 0.16%
4,543
71
$378K 0.16%
360
+31
72
$366K 0.15%
4,196
+3
73
$365K 0.15%
1,426
-15
74
$358K 0.15%
3,906
-3
75
$342K 0.14%
2,851
+120
1 2
3
4