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
$152M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.05M
3
+$973K
4
DUK icon
Duke Energy
DUK
+$907K
5
MTB icon
M&T Bank
MTB
+$619K

Top Sells

1
+$2.32M
2
+$763K
3
+$593K
4
PBCT
People's United Financial Inc
PBCT
+$532K
5
SBUX icon
Starbucks
SBUX
+$425K

Sector Composition

1 Healthcare 15.59%
2 Technology 15.55%
3 Consumer Staples 14.81%
4 Industrials 10.46%
5 Consumer Discretionary 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,440
102
– –
-6,895
103
– –
-26,600
1 2 3 4
5