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
$126M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$308K
2
+$252K
3
+$213K
4
LOW icon
Lowe's Companies
LOW
+$211K
5
TMO icon
Thermo Fisher Scientific
TMO
+$137K

Top Sells

1
+$1.33M
2
+$405K
3
+$403K
4
XOM icon
Exxon Mobil
XOM
+$339K
5
AXP icon
American Express
AXP
+$269K

Sector Composition

1 Technology 19.62%
2 Consumer Staples 18.7%
3 Healthcare 15.72%
4 Consumer Discretionary 12.53%
5 Industrials 12.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$252K 0.2%
+1,858
77
$227K 0.18%
+1,371
78
$225K 0.18%
812
79
$222K 0.18%
2,398
80
$217K 0.17%
3,429
-19,109
81
– –
-3,232
82
– –
-7,587
1 2 3
4