HCM

Hall Capital Management Portfolio holdings

AUM $254M
1-Year Est. Return 14.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.95M
3
+$1.62M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$989K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$833K

Top Sells

1
+$2.1M
2
+$1.32M
3
+$890K
4
CSX icon
CSX Corp
CSX
+$574K
5
VNQ icon
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
– –
-2,426
102
– –
-3,187
103
– –
-2,006
104
– –
-6,203
105
– –
-1,806
1 2 3 4
5