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
$169M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$946K
3
+$907K
4
META icon
Meta Platforms (Facebook)
META
+$205K
5
JPM icon
JPMorgan Chase
JPM
+$198K

Top Sells

1
+$1.42M
2
+$789K
3
+$696K
4
CFG icon
Citizens Financial Group
CFG
+$512K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$298K

Sector Composition

1 Technology 15.79%
2 Consumer Staples 14.66%
3 Healthcare 14.09%
4 Industrials 9.83%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.21%
4,624
-75
77
$346K 0.21%
17,990
+1,003
78
$340K 0.2%
508
-7
79
$334K 0.2%
867
-1,806
80
$331K 0.2%
4,106
-310
81
$312K 0.19%
9,560
82
$280K 0.17%
1,132
-35
83
$272K 0.16%
2,200
84
$272K 0.16%
1,800
-200
85
$269K 0.16%
2,590
86
$252K 0.15%
2,870
87
$251K 0.15%
1,253
88
$243K 0.14%
732
89
$235K 0.14%
3,700
-20
90
$224K 0.13%
2,465
-135
91
$219K 0.13%
2,490
92
$208K 0.12%
10,750
93
$205K 0.12%
+968
1 2 3
4