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
-$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$201K
3
+$151K
4
AXP icon
American Express
AXP
+$99.9K
5
WMT icon
Walmart
WMT
+$91.4K

Top Sells

1
+$563K
2
+$524K
3
+$263K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$250K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$240K

Sector Composition

1 Technology 16.36%
2 Consumer Staples 14.87%
3 Healthcare 14.19%
4 Industrials 13.24%
5 Consumer Discretionary 12.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$221K 0.19%
+2,068
77
$219K 0.19%
812
78
$216K 0.19%
1,040
79
$214K 0.19%
6,266
-2,255
80
$205K 0.18%
5,315
81
$201K 0.18%
+3,328
82
– –
-1,429
83
– –
-6,725
84
– –
-1,485
85
– –
-891
1 2 3
4