HCM

Hall Capital Management Portfolio holdings

AUM $237M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$891K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$514K
3
+$489K
4
RTN
Raytheon Company
RTN
+$484K
5
MDT icon
Medtronic
MDT
+$306K

Top Sells

1
+$1.74M
2
+$1.24M
3
+$1.03M
4
O icon
Realty Income
O
+$968K
5
BMY icon
Bristol-Myers Squibb
BMY
+$436K

Sector Composition

1 Healthcare 17.32%
2 Consumer Staples 15.61%
3 Industrials 15.16%
4 Technology 12.89%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$255K 0.24%
1
77
$253K 0.24%
1,280
78
$250K 0.24%
9,900
79
$240K 0.23%
2,698
80
$226K 0.21%
9,319
-300
81
$215K 0.2%
3,100
82
$215K 0.2%
1,550
83
$213K 0.2%
+3,519
84
– –
-34,862
1 2 3
4