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HCM

Hall Capital Management Portfolio holdings

AUM $280M
1-Year Est. Return 14.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.59M
3
+$1.09M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$773K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$207K

Top Sells

1
+$1.53M
2
+$321K
3
+$146K
4
MRK icon
Merck
MRK
+$119K
5
MSFT icon
Microsoft
MSFT
+$117K

Sector Composition

1 Technology 17.08%
2 Financials 9.25%
3 Consumer Staples 9.09%
4 Healthcare 7.54%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.43%
10,610
-105
52
$919K 0.36%
2,066
+28
53
$917K 0.36%
17,772
-85
54
$916K 0.36%
1,496
55
$898K 0.35%
7,081
-50
56
$808K 0.32%
1,213
57
$772K 0.3%
1,592
-3,297
58
$754K 0.3%
1
59
$707K 0.28%
1,913
+18
60
$631K 0.25%
3,382
+123
61
$576K 0.23%
2,366
+16
62
$529K 0.21%
5,140
-267
63
$507K 0.2%
3,600
64
$494K 0.19%
4,317
-60
65
$455K 0.18%
390
+30
66
$454K 0.18%
2,985
-20
67
$453K 0.18%
14,206
68
$428K 0.17%
1,426
69
$416K 0.16%
4,386
-141
70
$411K 0.16%
4,313
+117
71
$404K 0.16%
4,543
72
$352K 0.14%
2,851
73
$351K 0.14%
1,875
74
$343K 0.14%
2,212
75
$334K 0.13%
1,756
-15
1 2
3
4