HCM

Hall Capital Management Portfolio holdings

AUM $254M
1-Year Est. Return 14.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.39%
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
+$356K
2
+$243K
3
+$207K
4
TROW icon
T. Rowe Price
TROW
+$194K
5
HD icon
Home Depot
HD
+$191K

Top Sells

1
+$1.3M
2
+$970K
3
+$482K
4
O icon
Realty Income
O
+$391K
5
ABBV icon
AbbVie
ABBV
+$294K

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
– –
-812
84
– –
-8,515
85
– –
-5,315
86
– –
-7,069
87
– –
-3,100
88
– –
-2,270
1 2 3
4