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
$104M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$356K
2
+$243K
3
+$207K
4
TROW icon
T. Rowe Price
TROW
+$194K
5
HD icon
Home Depot
HD
+$191K

Top Sells

1
+$1.3M
2
+$970K
3
+$482K
4
O icon
Realty Income
O
+$391K
5
ABBV icon
AbbVie
ABBV
+$294K

Sector Composition

1 Healthcare 16.6%
2 Industrials 15.53%
3 Technology 14.46%
4 Consumer Staples 13.76%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.66M 5.43%
61,967
-5,286
2
$4.17M 4%
32,562
-1,137
3
$4.12M 3.96%
37,499
+808
4
$3.86M 3.7%
34,006
-1,435
5
$3.54M 3.4%
47,441
+2,244
6
$3.47M 3.33%
43,823
-1,955
7
$3.22M 3.08%
29,466
-1,335
8
$3.2M 3.07%
33,772
-3,105
9
$2.79M 2.68%
17,866
+217
10
$2.66M 2.55%
14,504
-1,430
11
$2.52M 2.42%
60,092
+3,136
12
$2.39M 2.29%
17,763
-2,152
13
$2.26M 2.17%
47,343
-1,195
14
$2.22M 2.13%
82,557
-1,675
15
$2.05M 1.97%
14,826
-756
16
$1.99M 1.91%
59,180
-2,424
17
$1.95M 1.87%
10,956
+1,074
18
$1.95M 1.87%
17,110
+2,132
19
$1.92M 1.84%
22,781
-285
20
$1.76M 1.69%
28,550
-3,225
21
$1.72M 1.65%
27,605
-4,311
22
$1.71M 1.64%
15,567
-460
23
$1.69M 1.62%
24,717
-1,415
24
$1.68M 1.61%
28,069
-750
25
$1.6M 1.53%
15,931
-485
1
2 3 4