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
$170M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$1.18M
3
+$324K
4
MRK icon
Merck
MRK
+$298K
5
AVGO icon
Broadcom
AVGO
+$280K

Top Sells

1
+$2.86M
2
+$721K
3
+$412K
4
VZ icon
Verizon
VZ
+$309K
5
ABBV icon
AbbVie
ABBV
+$281K

Sector Composition

1 Technology 17.42%
2 Consumer Staples 12.82%
3 Healthcare 12.57%
4 Industrials 9.65%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$308K 0.18%
4,394
-1,105
77
$304K 0.18%
2,160
-10
78
$301K 0.18%
5,865
79
$288K 0.17%
1,180
80
$280K 0.16%
+2,510
81
$276K 0.16%
1,240
82
$276K 0.16%
732
83
$275K 0.16%
2,200
84
$267K 0.16%
1,623
85
$262K 0.15%
2,870
86
$245K 0.14%
6,075
87
$241K 0.14%
4,200
88
$239K 0.14%
1,679
-479
89
$226K 0.13%
+2,426
90
$215K 0.13%
+360
91
$210K 0.12%
4,389
-59,695
92
$208K 0.12%
+3,750
93
$185K 0.11%
10,750
94
– –
-745
95
– –
-13,670
1 2 3
4