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
$115M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$236K
2 +$208K
3 +$122K
4
TFC icon
Truist Financial
TFC
+$115K
5
CVX icon
Chevron
CVX
+$87.7K

Top Sells

1 +$121K
2 +$107K
3 +$78.7K
4
KMB icon
Kimberly-Clark
KMB
+$66.2K
5
DIS icon
Walt Disney
DIS
+$63.1K

Sector Composition

1 Healthcare 16.65%
2 Technology 15.86%
3 Industrials 15.1%
4 Consumer Staples 12.36%
5 Consumer Discretionary 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$262K 0.23%
1,475
77
$260K 0.23%
552
+54
78
$241K 0.21%
1,118
+155
79
$229K 0.2%
3,368
+150
80
$219K 0.19%
4,042
81
$215K 0.19%
+812
82
$215K 0.19%
5,000
83
$214K 0.19%
5,315