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
$210M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$795K
3
+$759K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$757K
5
NVDA icon
NVIDIA
NVDA
+$614K

Top Sells

1
+$487K
2
+$348K
3
+$290K
4
WMT icon
Walmart
WMT
+$267K
5
CAT icon
Caterpillar
CAT
+$218K

Sector Composition

1 Technology 16.73%
2 Consumer Staples 11.44%
3 Healthcare 10.26%
4 Industrials 8.26%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$342K 0.16%
20,750
77
$335K 0.16%
1,695
-468
78
$326K 0.16%
4,203
-45
79
$325K 0.16%
1,516
+42
80
$312K 0.15%
3,960
-337
81
$305K 0.15%
8,471
-493
82
$290K 0.14%
7,021
-935
83
$286K 0.14%
732
84
$274K 0.13%
6,025
85
$273K 0.13%
1,170
86
$273K 0.13%
1,240
87
$265K 0.13%
4,200
88
$250K 0.12%
6,015
-100
89
$245K 0.12%
4,156
-188
90
$245K 0.12%
2,400
-470
91
$242K 0.12%
1,601
-15
92
$242K 0.12%
1,900
93
$236K 0.11%
2,426
94
$228K 0.11%
7,360
95
$224K 0.11%
+403
96
$219K 0.1%
3,750
97
$202K 0.1%
2,100
98
$200K 0.1%
1,354
-325
99
– –
-595
100
– –
-4,815
1 2 3
4