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
$157M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$997K
2
+$193K
3
+$106K
4
TGT icon
Target
TGT
+$102K
5
BAC icon
Bank of America
BAC
+$92.3K

Top Sells

1
+$420K
2
+$233K
3
+$207K
4
T icon
AT&T
T
+$178K
5
VZ icon
Verizon
VZ
+$119K

Sector Composition

1 Technology 18.29%
2 Consumer Staples 14.1%
3 Healthcare 13.84%
4 Industrials 11.42%
5 Consumer Discretionary 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$397K 0.25%
1,654
-131
77
$390K 0.25%
7,200
-275
78
$376K 0.24%
2,328
+390
79
$371K 0.24%
6,265
80
$345K 0.22%
1,797
-76
81
$340K 0.22%
3,958
82
$335K 0.21%
1,011
83
$334K 0.21%
5,755
-90
84
$326K 0.21%
1,925
85
$286K 0.18%
2,934
-5
86
$282K 0.18%
2,398
87
$275K 0.18%
812
88
$268K 0.17%
1,321
+50
89
$254K 0.16%
4,835
+20
90
$253K 0.16%
1,900
+300
91
$246K 0.16%
3,500
-500
92
$217K 0.14%
4,200
93
$207K 0.13%
4,080
-1,000
94
– –
-5,110
95
– –
-730
1 2 3
4