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
$105M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$333K
3
+$218K
4
SYK icon
Stryker
SYK
+$196K
5
UNP icon
Union Pacific
UNP
+$120K

Top Sells

1
+$270K
2
+$238K
3
+$209K
4
PBCT
People's United Financial Inc
PBCT
+$195K
5
T icon
AT&T
T
+$185K

Sector Composition

1 Healthcare 16.52%
2 Consumer Staples 15.93%
3 Industrials 14.94%
4 Technology 13.43%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.23%
9,900
77
$227K 0.22%
9,619
78
$226K 0.21%
+1,280
79
$208K 0.2%
3,100
-200
80
$204K 0.19%
+1,550
81
– –
-10,100
1 2 3
4