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
$177M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.02M
3
+$720K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$592K
5
PYPL icon
PayPal
PYPL
+$484K

Top Sells

1
+$1.01M
2
+$755K
3
+$714K
4
WM icon
Waste Management
WM
+$525K
5
SBUX icon
Starbucks
SBUX
+$520K

Sector Composition

1 Technology 18%
2 Healthcare 14.31%
3 Consumer Staples 13.34%
4 Consumer Discretionary 10.74%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$396K 0.22%
1,482
-113
77
$391K 0.22%
6,265
78
$364K 0.21%
+1,611
79
$363K 0.21%
1,875
-50
80
$361K 0.2%
2,363
+35
81
$341K 0.19%
3,958
82
$337K 0.19%
937
-74
83
$334K 0.19%
1,293
-28
84
$310K 0.18%
2,398
85
$299K 0.17%
1,219
-435
86
$297K 0.17%
3,245
-255
87
$296K 0.17%
1,572
-225
88
$295K 0.17%
812
89
$276K 0.16%
5,125
-2,075
90
$272K 0.15%
1,880
-20
91
$244K 0.14%
2,490
-444
92
$238K 0.13%
+8,270
93
$228K 0.13%
4,200
94
$223K 0.13%
3,940
-895
95
$217K 0.12%
4,350
-1,405
96
$211K 0.12%
+2,748
97
$205K 0.12%
+993
98
– –
-4,080
1 2 3
4