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
$88M
AUM Growth
-$8.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$580K
2
+$355K
3
+$229K
4
HON icon
Honeywell
HON
+$119K
5
CPB icon
Campbell Soup
CPB
+$114K

Top Sells

1
+$820K
2
+$382K
3
+$339K
4
D icon
Dominion Energy
D
+$327K
5
ETP
Energy Transfer Partners L.p.
ETP
+$319K

Sector Composition

1 Healthcare 23.46%
2 Consumer Staples 17.5%
3 Technology 12.91%
4 Industrials 12.42%
5 Energy 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$186K 0.21%
10,940
-1,100
77
$1K ﹤0.01%
33,877
+1,802
78
– –
-6,800
79
– –
-3,675
80
– –
-2,060
81
– –
-4,000
82
– –
-5,725
1 2 3
4