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
$106M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$232K
2
+$223K
3
+$207K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$205K
5
TROW icon
T. Rowe Price
TROW
+$184K

Top Sells

1
+$301K
2
+$239K
3
+$222K
4
BMY icon
Bristol-Myers Squibb
BMY
+$187K
5
MO icon
Altria Group
MO
+$136K

Sector Composition

1 Healthcare 15.93%
2 Technology 15.39%
3 Industrials 14.76%
4 Consumer Staples 12.8%
5 Consumer Discretionary 12.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$249K 0.23%
498
+5
77
$249K 0.23%
1,475
-45
78
$225K 0.21%
4,042
79
$223K 0.21%
+3,218
80
$221K 0.21%
5,000
-577
81
$211K 0.2%
963
+53
82
$207K 0.2%
+5,315
83
– –
-3,559
84
– –
-4,387
1 2 3
4