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
$109M
AUM Growth
+$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$539K
2
+$224K
3
+$207K
4
AXP icon
American Express
AXP
+$205K
5
RTN
Raytheon Company
RTN
+$146K

Top Sells

1
+$282K
2
+$263K
3
+$184K
4
GIS icon
General Mills
GIS
+$173K
5
DIS icon
Walt Disney
DIS
+$159K

Sector Composition

1 Healthcare 17.49%
2 Industrials 15.11%
3 Consumer Staples 14.25%
4 Technology 13.21%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.12M 4.72%
68,759
-1,750
2
$4.49M 4.14%
34,561
-1,028
3
$3.98M 3.66%
36,361
-1,175
4
$3.64M 3.36%
44,447
+530
5
$3.5M 3.23%
31,431
+202
6
$3.5M 3.22%
36,589
-15
7
$3.41M 3.14%
46,636
-961
8
$3.39M 3.12%
38,147
-91
9
$2.91M 2.68%
16,567
-191
10
$2.74M 2.52%
17,479
+700
11
$2.6M 2.39%
87,747
+420
12
$2.43M 2.24%
49,043
-355
13
$2.33M 2.15%
33,210
+1,991
14
$2.3M 2.12%
19,855
-525
15
$2.26M 2.08%
58,596
+220
16
$2.19M 2.02%
36,610
-2,095
17
$2.13M 1.97%
15,710
+1,652
18
$2.12M 1.95%
62,579
-1,028
19
$2.03M 1.87%
32,026
-584
20
$1.93M 1.78%
16,427
+287
21
$1.83M 1.69%
23,381
-908
22
$1.82M 1.68%
23,671
23
$1.75M 1.62%
20,908
+205
24
$1.73M 1.6%
17,575
-1,618
25
$1.7M 1.57%
24,420
-1,253
1
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