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
$104M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$381K
2
+$255K
3
+$202K
4
STZ icon
Constellation Brands
STZ
+$200K
5
TROW icon
T. Rowe Price
TROW
+$200K

Top Sells

1
+$1.35M
2
+$970K
3
+$483K
4
O icon
Realty Income
O
+$391K
5
ABBV icon
AbbVie
ABBV
+$341K

Sector Composition

1 Healthcare 16.6%
2 Industrials 15.53%
3 Technology 14.46%
4 Consumer Staples 13.76%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$251K 0.24%
5,577
-230
77
$246K 0.24%
2,698
78
$245K 0.24%
1,520
79
$239K 0.23%
4,387
-23,853
80
$222K 0.21%
3,559
-810
81
$217K 0.21%
4,042
82
$207K 0.2%
+910
83
– –
-3,100
84
– –
-2,270
85
– –
-812
86
– –
-8,515
87
– –
-5,315
88
– –
-7,069
1 2 3
4