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
$123M
AUM Growth
+$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$292K
2
+$195K
3
+$194K
4
AMZN icon
Amazon
AMZN
+$150K
5
HON icon
Honeywell
HON
+$114K

Top Sells

1
+$216K
2
+$125K
3
+$86.7K
4
XOM icon
Exxon Mobil
XOM
+$83.6K
5
JNJ icon
Johnson & Johnson
JNJ
+$64.8K

Sector Composition

1 Technology 17.4%
2 Healthcare 14.6%
3 Consumer Staples 14.07%
4 Industrials 13.38%
5 Consumer Discretionary 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$239K 0.19%
5,941
-325
77
$232K 0.19%
812
78
$225K 0.18%
690
-245
79
$219K 0.18%
5,315
80
$218K 0.18%
+661
81
$216K 0.18%
3,328
82
$211K 0.17%
+5,200
83
– –
-1,040
1 2 3
4