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
$96.5M
AUM Growth
-$699K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$323K
3
+$314K
4
INTC icon
Intel
INTC
+$269K
5
ORCL icon
Oracle
ORCL
+$257K

Top Sells

1
+$1.23M
2
+$438K
3
+$342K
4
BMO icon
Bank of Montreal
BMO
+$222K
5
AXP icon
American Express
AXP
+$211K

Sector Composition

1 Healthcare 22.59%
2 Consumer Staples 17.39%
3 Industrials 13.04%
4 Technology 11.87%
5 Energy 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$254K 0.26%
4,631
+681
77
$228K 0.24%
4,901
78
$217K 0.22%
1
79
$210K 0.22%
2,060
-175
80
$207K 0.21%
4,000
81
$185K 0.19%
12,040
-1,015
82
– –
-2,270
83
– –
-3,150
84
– –
-3,559
85
– –
-9,099
1 2 3
4