HCM

Hall Capital Management Portfolio holdings

AUM $259M
1-Year Est. Return 15.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.76M
2 +$2.58M
3 +$877K
4
HR icon
Healthcare Realty
HR
+$339K
5
NEE icon
NextEra Energy
NEE
+$312K

Top Sells

1 +$3.29M
2 +$1.08M
3 +$238K
4
CARR icon
Carrier Global
CARR
+$228K
5
YUMC icon
Yum China
YUMC
+$217K

Sector Composition

1 Technology 17.24%
2 Healthcare 14.57%
3 Consumer Staples 13.65%
4 Industrials 10.96%
5 Consumer Discretionary 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,747
102
-4,350