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
$114M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$411K
3
+$398K
4
CVX icon
Chevron
CVX
+$365K
5
DD icon
DuPont de Nemours
DD
+$243K

Top Sells

1
+$563K
2
+$511K
3
+$329K
4
WELL icon
Welltower
WELL
+$317K
5
GIS icon
General Mills
GIS
+$297K

Sector Composition

1 Healthcare 16.26%
2 Industrials 15.38%
3 Consumer Staples 14.32%
4 Technology 13.63%
5 Consumer Discretionary 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.75M 5.03%
67,253
-1,506
2
$4.71M 4.12%
33,699
-862
3
$4.15M 3.63%
35,441
-920
4
$3.92M 3.43%
36,691
+102
5
$3.78M 3.31%
45,197
+750
6
$3.69M 3.23%
30,801
-630
7
$3.67M 3.21%
45,778
-858
8
$3.57M 3.12%
36,877
-1,270
9
$3.14M 2.74%
15,934
-633
10
$3.04M 2.66%
17,649
+170
11
$2.67M 2.34%
19,915
+60
12
$2.57M 2.25%
48,538
-505
13
$2.47M 2.16%
84,232
-3,515
14
$2.41M 2.11%
56,956
-1,640
15
$2.29M 2%
15,582
-128
16
$2.28M 1.99%
31,916
-110
17
$2.16M 1.89%
31,775
-4,835
18
$2.12M 1.85%
61,604
-975
19
$1.99M 1.74%
23,066
-315
20
$1.93M 1.69%
16,027
-400
21
$1.91M 1.67%
23,521
-150
22
$1.88M 1.64%
14,978
+2,915
23
$1.87M 1.64%
9,882
+2,098
24
$1.82M 1.59%
26,132
-330
25
$1.8M 1.58%
28,240
-4,970
1
2 3 4