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HCM
Hall Capital Management Portfolio holdings
AUM
$280M
1-Year Est. Return
14.82%
This Fund
S&P 500
1 Year Est. Return
+14.82%
AUM
$280M
AUM Growth
+$20.7M
(+8%)
Holding
108
Top Buys
| 1 | +$38.7M | |
| 2 | +$3.33M | |
| 3 | +$1.85M | |
| 4 |
Bristol-Myers Squibb
BMY
|
+$1.38M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.2M |
Top Sells
| 1 | +$1.04M | |
| 2 | +$806K | |
| 3 | +$762K | |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$620K |
| 5 |
Johnson & Johnson
JNJ
|
+$391K |
Sector Composition
| 1 | Technology | 14.58% |
| 2 | Consumer Staples | 8.41% |
| 3 | Financials | 8.02% |
| 4 | Healthcare | 6.9% |
| 5 | Industrials | 6.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Colgate-Palmolive
CL
$72.5B
| $251K | 0.09% |
2,940
-405
|
|
||
102
Dominion Energy
D
$59.8B
| $242K | 0.09% |
3,758
|
|
||
103
Bloom Energy
BE
$81.1B
| $235K | 0.08% |
+830
|
|
||
104
Vanguard Total Stock Market ETF
VTI
$649B
| $221K | 0.08% |
625
|
|
||
105
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.2B
| $216K | 0.08% |
1,828
+22
|
|
||
106
Global X Defense Tech ETF
SHLD
$7.61B
| $205K | 0.07% |
+3,000
|
|
||
107
Pfizer
PFE
$148B
| $203K | 0.07% |
+7,618
|
|
||
108
Mastercard
MA
$436B
| – | – |
-382
|
|