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
$166M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$596K
3
+$446K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$397K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$396K

Top Sells

1
+$314K
2
+$236K
3
+$214K
4
HD icon
Home Depot
HD
+$202K
5
HON icon
Honeywell
HON
+$149K

Sector Composition

1 Healthcare 15.41%
2 Consumer Staples 14.46%
3 Technology 13.74%
4 Industrials 10.33%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$343K 0.21%
4,416
-385
77
$325K 0.2%
1,330
-75
78
$313K 0.19%
16,987
-335
79
$297K 0.18%
1,167
80
$292K 0.18%
2,368
-125
81
$288K 0.17%
2,870
-46
82
$275K 0.17%
2,200
83
$253K 0.15%
9,560
84
$250K 0.15%
1,253
-35
85
$249K 0.15%
2,000
86
$247K 0.15%
2,600
+40
87
$243K 0.15%
732
88
$230K 0.14%
2,590
-290
89
$212K 0.13%
+2,490
90
$207K 0.12%
10,750
91
$203K 0.12%
+3,720
92
– –
-3,964
1 2 3
4