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HCM

Hall Capital Management Portfolio holdings

AUM $280M
1-Year Est. Return 14.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.59M
3
+$1.09M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$773K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$207K

Top Sells

1
+$1.53M
2
+$321K
3
+$146K
4
MRK icon
Merck
MRK
+$119K
5
MSFT icon
Microsoft
MSFT
+$117K

Sector Composition

1 Technology 17.08%
2 Financials 9.25%
3 Consumer Staples 9.09%
4 Healthcare 7.54%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$332K 0.13%
3,960
77
$326K 0.13%
3,848
-58
78
$324K 0.13%
6,700
79
$322K 0.13%
1,632
80
$318K 0.13%
1,265
+35
81
$315K 0.12%
5,930
-127
82
$310K 0.12%
1,032
83
$307K 0.12%
3,653
-1,440
84
$284K 0.11%
595
85
$279K 0.11%
3,495
86
$266K 0.1%
1,900
87
$261K 0.1%
562
88
$260K 0.1%
4,157
89
$251K 0.1%
1,960
-395
90
$245K 0.1%
3,750
91
$231K 0.09%
3,773
-315
92
$217K 0.09%
382
93
$216K 0.09%
+1,806
94
$212K 0.08%
8,318
-61
95
$211K 0.08%
+1,326
96
$211K 0.08%
3,000
-500
97
$209K 0.08%
+1,147
98
$205K 0.08%
+625
1 2 3
4