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
$109M
AUM Growth
+$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$505K
2
+$217K
3
+$198K
4
AXP icon
American Express
AXP
+$195K
5
WELL icon
Welltower
WELL
+$145K

Top Sells

1
+$294K
2
+$256K
3
+$185K
4
GIS icon
General Mills
GIS
+$183K
5
DIS icon
Walt Disney
DIS
+$166K

Sector Composition

1 Healthcare 17.49%
2 Industrials 15.11%
3 Consumer Staples 14.25%
4 Technology 13.21%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$250K 0.23%
9,600
-300
77
$246K 0.23%
2,698
78
$236K 0.22%
5,050
-2,701
79
$234K 0.22%
9,219
-100
80
$232K 0.21%
2,001
-2,431
81
$229K 0.21%
3,644
+125
82
$219K 0.2%
1,545
-5
83
$218K 0.2%
3,100
84
$207K 0.19%
+463
85
$205K 0.19%
+2,270
1 2 3
4