HCM
Hall Capital Management Portfolio holdings
AUM
$259M
1-Year Est. Return
15.21%
This Fund
S&P 500
1 Year Est. Return
+15.21%
AUM
$259M
AUM Growth
+$5.42M
(+2.1%)
Holding
102
Top Buys
| 1 | +$3.03M | |
| 2 | +$2.12M | |
| 3 | +$1.46M | |
| 4 |
AKRE
Akre Focus ETF
AKRE
|
+$960K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$751K |
Top Sells
| 1 | +$1.84M | |
| 2 | +$352K | |
| 3 | +$212K | |
| 4 |
Pfizer
PFE
|
+$212K |
| 5 |
Global X Defense Tech ETF
SHLD
|
+$211K |
Sector Composition
| 1 | Technology | 15.66% |
| 2 | Financials | 9.26% |
| 3 | Consumer Staples | 7.83% |
| 4 | Healthcare | 7.64% |
| 5 | Industrials | 6.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Palantir
PLTR
$372B
| – | – |
-1,147
|
|
||
|
102
Global X Defense Tech ETF
SHLD
$8.07B
| – | – |
-3,000
|
|