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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
$280M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$3.33M
3
+$1.85M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.38M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.2M

Top Sells

1
+$1.04M
2
+$806K
3
+$762K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$620K
5
JNJ icon
Johnson & Johnson
JNJ
+$391K

Sector Composition

1 Technology 14.58%
2 Consumer Staples 8.41%
3 Financials 8.02%
4 Healthcare 6.9%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NSC icon
76
Norfolk Southern
NSC
$67.5B
$415K 0.15%
1,314
-52
ADI icon
77
Analog Devices
ADI
$202B
$402K 0.14%
+1,000
BLK icon
78
Blackrock
BLK
$164B
$391K 0.14%
367
+7
RWJ icon
79
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.9B
$375K 0.13%
6,700
SBUX icon
80
Starbucks
SBUX
$114B
$368K 0.13%
3,493
-312
CRWD icon
81
CrowdStrike
CRWD
$174B
$357K 0.13%
+800
ESGG icon
82
FlexShares STOXX Global ESG Select Index Fund
ESGG
$110M
$355K 0.13%
1,632
GEV icon
83
GE Vernova
GEV
$282B
$354K 0.13%
+327
MDT icon
84
Medtronic
MDT
$100B
$349K 0.12%
4,308
+182
HSY icon
85
Hershey
HSY
$35.6B
$348K 0.12%
1,875
CFG icon
86
Citizens Financial Group
CFG
$28.2B
$331K 0.12%
5,089
-802
GE icon
87
GE Aerospace
GE
$373B
$325K 0.12%
1,120
+38
LOW icon
88
Lowe's Companies
LOW
$122B
$318K 0.11%
1,330
+50
MMM icon
89
3M
MMM
$83B
$317K 0.11%
2,162
KMB icon
90
Kimberly-Clark
KMB
$33.7B
$310K 0.11%
3,152
-766
CVX icon
91
Chevron
CVX
$354B
$310K 0.11%
+1,602
PANW icon
92
Palo Alto Networks
PANW
$230B
$300K 0.11%
1,671
+165
NVS icon
93
Novartis
NVS
$288B
$293K 0.1%
1,985
MDLZ icon
94
Mondelez International
MDLZ
$78.1B
$293K 0.1%
4,762
+305
SDY icon
95
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$285K 0.1%
1,900
NFLX icon
96
Netflix
NFLX
$324B
$284K 0.1%
+3,033
DRI icon
97
Darden Restaurants
DRI
$24.2B
$283K 0.1%
1,411
DIA icon
98
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
$279K 0.1%
562
IJH icon
99
iShares Core S&P Mid-Cap ETF
IJH
$120B
$273K 0.1%
3,750
GS icon
100
Goldman Sachs
GS
$324B
$256K 0.09%
277
+27
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