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
$138M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$569K
2
+$524K
3
+$463K
4
EV
Eaton Vance Corp.
EV
+$330K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$305K

Top Sells

1
+$758K
2
+$570K
3
+$546K
4
AXP icon
American Express
AXP
+$518K
5
INTC icon
Intel
INTC
+$427K

Sector Composition

1 Technology 19.12%
2 Consumer Staples 17.85%
3 Healthcare 15.76%
4 Consumer Discretionary 12.28%
5 Industrials 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$305K 0.22%
+2,790
77
$288K 0.21%
3,460
+40
78
$283K 0.2%
1,868
+10
79
$276K 0.2%
+3,450
80
$256K 0.19%
+939
81
$254K 0.18%
2,398
82
$248K 0.18%
812
83
$221K 0.16%
+4,815
84
$204K 0.15%
1,271
-100
85
$201K 0.15%
+1,226
86
– –
-3,429
87
– –
-6,664
88
– –
-9,435
1 2 3
4