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
$84.1M
AUM Growth
-$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$544K
2
+$502K
3
+$462K
4
CLX icon
Clorox
CLX
+$384K
5
MSFT icon
Microsoft
MSFT
+$302K

Top Sells

1
+$805K
2
+$502K
3
+$465K
4
URI icon
United Rentals
URI
+$345K
5
CVX icon
Chevron
CVX
+$296K

Sector Composition

1 Healthcare 21.85%
2 Consumer Staples 18.81%
3 Technology 13.25%
4 Industrials 11.17%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.84M 4.57%
39,845
-490
2
$3.41M 4.05%
36,522
-408
3
$3.38M 4.02%
42,102
+120
4
$3.12M 3.71%
33,049
-422
5
$2.72M 3.23%
61,407
+6,830
6
$2.64M 3.14%
55,401
+1,386
7
$2.42M 2.88%
44,479
-239
8
$2.33M 2.77%
31,342
+429
9
$2.11M 2.51%
37,745
-938
10
$2.02M 2.4%
46,384
-27
11
$2.01M 2.39%
39,172
+5,295
12
$2M 2.37%
19,536
+1,407
13
$1.97M 2.35%
18,095
-525
14
$1.95M 2.32%
35,835
-782
15
$1.84M 2.19%
26,182
-1,582
16
$1.78M 2.11%
12,290
17
$1.66M 1.98%
55,759
+569
18
$1.66M 1.97%
67,409
+2,507
19
$1.63M 1.93%
27,465
+500
20
$1.56M 1.85%
25,570
+8,240
21
$1.55M 1.84%
34,720
-2,667
22
$1.52M 1.8%
37,708
-155
23
$1.5M 1.79%
15,282
-243
24
$1.4M 1.67%
17,055
+848
25
$1.38M 1.64%
49,932
+19,752
1
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