HCM

Hall Capital Management Portfolio holdings

AUM $237M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.99M
3
+$3.48M
4
PEP icon
PepsiCo
PEP
+$3.34M
5
XOM icon
Exxon Mobil
XOM
+$3.06M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 21.73%
2 Consumer Staples 17.33%
3 Industrials 13.71%
4 Technology 11.97%
5 Energy 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.07M 4.19%
+38,913
2
$3.99M 4.1%
+41,390
3
$3.48M 3.58%
+41,737
4
$3.34M 3.44%
+35,346
5
$3.06M 3.15%
+33,163
6
$3.06M 3.14%
+46,728
7
$2.85M 2.94%
+39,453
8
$2.52M 2.59%
+40,825
9
$2.48M 2.55%
+32,298
10
$2.27M 2.33%
+49,145
11
$2.24M 2.3%
+47,871
12
$2.21M 2.27%
+19,664
13
$2.15M 2.21%
+18,595
14
$2.04M 2.1%
+41,575
15
$2.04M 2.1%
+43,927
16
$1.97M 2.03%
+21,025
17
$1.92M 1.97%
+38,920
18
$1.91M 1.96%
+20,954
19
$1.82M 1.88%
+15,320
20
$1.8M 1.85%
+40,019
21
$1.77M 1.82%
+20,715
22
$1.75M 1.8%
+12,365
23
$1.73M 1.78%
+31,580
24
$1.71M 1.76%
+47,236
25
$1.71M 1.76%
+67,261
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