HCM

Hall Capital Management Portfolio holdings

AUM $237M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$314K
2 +$271K
3 +$251K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$250K
5
AEP icon
American Electric Power
AEP
+$237K

Top Sells

1 +$208K
2 +$128K
3 +$118K
4
TFC icon
Truist Financial
TFC
+$84.9K
5
ADP icon
Automatic Data Processing
ADP
+$69.5K

Sector Composition

1 Technology 16.57%
2 Healthcare 15.99%
3 Industrials 14.38%
4 Consumer Staples 12.98%
5 Consumer Discretionary 11.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$271K 0.24%
+1,840
77
$268K 0.23%
2,698
78
$267K 0.23%
2,325
79
$251K 0.22%
+705
80
$237K 0.21%
+2,825
81
$210K 0.18%
+812
82
$201K 0.18%
+5,315
83
$201K 0.18%
+1,148
84
$200K 0.17%
+467
85
-3,887