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
$97.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.65M
3
+$3.39M
4
ADP icon
Automatic Data Processing
ADP
+$3.38M
5
XOM icon
Exxon Mobil
XOM
+$3.09M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 21.73%
2 Consumer Staples 17.33%
3 Industrials 13.71%
4 Technology 11.97%
5 Energy 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$227K 0.23%
+4,000
77
$226K 0.23%
+1
78
$224K 0.23%
+4,850
79
$222K 0.23%
+3,150
80
$215K 0.22%
+4,901
81
$214K 0.22%
+3,950
82
$211K 0.22%
+2,270
83
$206K 0.21%
+3,559
1 2 3
4