HCM
Hall Capital Management Portfolio holdings
AUM
$237M
This Quarter Return
+9.02%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(+6.2%)
Cap. Flow
+$2.82M
Cap. Flow
% of AUM
2.23%
Top 10 Holdings %
Top 10 Hldgs %
39.46%
Holding
82
New
3
Increased
30
Reduced
38
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$3.96M |
| 2 |
Tesla
TSLA
|
$373K |
| 3 |
iShares Biotechnology ETF
IBB
|
$252K |
| 4 |
Lowe's Companies
LOW
|
$227K |
| 5 |
Visa
V
|
$214K |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$1.21M |
| 2 |
Microsoft
MSFT
|
$405K |
| 3 |
Exxon Mobil
XOM
|
$339K |
| 4 |
American Express
AXP
|
$274K |
| 5 |
Kimberly-Clark
KMB
|
$226K |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
iShares Biotechnology ETF
IBB
$5.68B
| $252K | 0.2% |
+1,858
| New | +$252K |
|
|
77
Lowe's Companies
LOW
$146B
| $227K | 0.18% |
+1,371
| New | +$227K |
|
78
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.5B
| $225K | 0.18% |
812
| – | – |
|
79
SPDR S&P Dividend ETF
SDY
$20.4B
| $222K | 0.18% |
2,398
| – | – |
|
|
80
Gilead Sciences
GILD
$140B
| $217K | 0.17% |
3,429
-19,109
| -85% | -$1.21M |
|
81
Kellanova
K
$27.4B
| – | – |
-3,035
| Closed | -$200K |
|
|
82
Exxon Mobil
XOM
$480B
| – | – |
-7,587
| Closed | -$339K |
|