HCM
Hall Capital Management Portfolio holdings
AUM
$237M
1 Year Est. Return
–
AUM
$216M
AUM Growth
+$1.49M
(+0.7%)
Holding
105
Top Buys
| 1 | +$2.13M | |
| 2 | +$1.95M | |
| 3 | +$1.62M | |
| 4 |
Vanguard Consumer Discretionary ETF
VCR
|
+$989K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$833K |
Top Sells
| 1 | +$2.1M | |
| 2 | +$1.32M | |
| 3 | +$890K | |
| 4 |
CSX Corp
CSX
|
+$574K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$442K |
Sector Composition
| 1 | Technology | 15.32% |
| 2 | Consumer Staples | 10.74% |
| 3 | Financials | 9.17% |
| 4 | Healthcare | 8.79% |
| 5 | Industrials | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Morgan Stanley
MS
$261B
| – | – |
-2,426
|
|
||
102
RTX Corp
RTX
$239B
| – | – |
-3,187
|
|
||
103
Trade Desk
TTD
$24.6B
| – | – |
-2,006
|
|
||
104
Verizon
VZ
$168B
| – | – |
-6,203
|
|
||
105
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.6B
| – | – |
-903
|
|