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
$106M
AUM Growth
+$891K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$514K
3
+$489K
4
RTN
Raytheon Company
RTN
+$484K
5
MDT icon
Medtronic
MDT
+$306K

Top Sells

1
+$1.74M
2
+$1.24M
3
+$1.03M
4
O icon
Realty Income
O
+$968K
5
BMY icon
Bristol-Myers Squibb
BMY
+$436K

Sector Composition

1 Healthcare 17.32%
2 Consumer Staples 15.61%
3 Industrials 15.16%
4 Technology 12.89%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.86M 4.57%
70,509
+3,957
2
$4.71M 4.43%
35,589
-280
3
$3.85M 3.62%
37,536
-350
4
$3.66M 3.44%
47,597
+45
5
$3.61M 3.39%
31,229
-68
6
$3.54M 3.33%
43,917
+203
7
$3.35M 3.15%
36,604
-10
8
$2.92M 2.74%
16,758
+252
9
$2.77M 2.61%
38,238
-1,381
10
$2.57M 2.42%
16,779
-148
11
$2.49M 2.34%
87,327
+741
12
$2.43M 2.28%
32,610
+218
13
$2.34M 2.2%
31,219
+6,865
14
$2.22M 2.09%
20,380
+1,245
15
$2.21M 2.07%
49,398
-1,986
16
$2.2M 2.07%
38,705
-18,157
17
$2.1M 1.98%
58,376
+8,052
18
$2.08M 1.96%
16,140
+45
19
$2.04M 1.92%
19,193
+579
20
$2.03M 1.91%
63,607
-437
21
$1.81M 1.71%
23,671
-805
22
$1.8M 1.69%
14,058
+152
23
$1.78M 1.68%
24,289
+350
24
$1.77M 1.66%
21,991
-1,199
25
$1.73M 1.63%
20,703
+16,125
1
2 3 4