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
$114M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$650K
2
+$425K
3
+$362K
4
CVX icon
Chevron
CVX
+$346K
5
DD icon
DuPont de Nemours
DD
+$243K

Top Sells

1
+$542K
2
+$513K
3
+$334K
4
PAYX icon
Paychex
PAYX
+$317K
5
GIS icon
General Mills
GIS
+$272K

Sector Composition

1 Healthcare 16.26%
2 Industrials 15.38%
3 Consumer Staples 14.32%
4 Technology 13.63%
5 Consumer Discretionary 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$302K 0.26%
4,669
+1,025
77
$298K 0.26%
1
78
$273K 0.24%
9,239
+20
79
$255K 0.22%
2,698
80
$243K 0.21%
+4,042
81
$240K 0.21%
468
+5
82
$235K 0.21%
1,520
-25
83
$228K 0.2%
3,100
84
$225K 0.2%
2,270
85
$202K 0.18%
+5,315
86
$201K 0.18%
+812
87
– –
-2,001
88
– –
-5,050
1 2 3
4