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
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$302K
3
+$228K
4
CARR icon
Carrier Global
CARR
+$209K
5
ADP icon
Automatic Data Processing
ADP
+$191K

Top Sells

1
+$404K
2
+$334K
3
+$224K
4
MSFT icon
Microsoft
MSFT
+$189K
5
PFE icon
Pfizer
PFE
+$186K

Sector Composition

1 Technology 16.67%
2 Consumer Staples 14.35%
3 Healthcare 13.37%
4 Industrials 9.97%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$365K 0.21%
528
+20
77
$344K 0.19%
4,459
-165
78
$313K 0.18%
2,590
79
$313K 0.18%
1,800
80
$304K 0.17%
11,648
-4,300
81
$297K 0.17%
1,125
-7
82
$286K 0.16%
8,560
-1,000
83
$283K 0.16%
17,740
-250
84
$282K 0.16%
983
+15
85
$281K 0.16%
1,245
-8
86
$270K 0.15%
2,200
87
$252K 0.14%
732
88
$240K 0.14%
2,870
89
$209K 0.12%
+4,200
90
$207K 0.12%
2,426
-64
91
$203K 0.11%
10,750
92
$201K 0.11%
3,555
-145
93
– –
-867
94
– –
-2,465
1 2 3
4