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
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$223K
3
+$207K
4
CFG icon
Citizens Financial Group
CFG
+$194K
5
TROW icon
T. Rowe Price
TROW
+$183K

Top Sells

1
+$295K
2
+$239K
3
+$222K
4
BMY icon
Bristol-Myers Squibb
BMY
+$191K
5
MO icon
Altria Group
MO
+$134K

Sector Composition

1 Healthcare 15.93%
2 Technology 15.39%
3 Industrials 14.76%
4 Consumer Staples 12.8%
5 Consumer Discretionary 12.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.02M 5.67%
61,022
-945
2
$4.47M 4.21%
33,296
-710
3
$4M 3.77%
48,367
+926
4
$3.94M 3.71%
32,462
-100
5
$3.92M 3.7%
37,664
+165
6
$3.42M 3.23%
43,521
-302
7
$3.12M 2.94%
28,671
-795
8
$3.12M 2.94%
33,675
-97
9
$2.81M 2.64%
17,901
+35
10
$2.77M 2.61%
59,832
-260
11
$2.52M 2.37%
17,763
12
$2.37M 2.23%
47,043
-300
13
$2.35M 2.21%
14,259
-245
14
$2.23M 2.11%
17,665
+555
15
$2.19M 2.07%
11,236
+280
16
$2.05M 1.93%
59,428
+248
17
$2.01M 1.89%
82,856
+299
18
$1.88M 1.77%
23,091
+310
19
$1.86M 1.76%
27,275
-1,275
20
$1.75M 1.65%
12,692
-2,134
21
$1.74M 1.64%
14,947
+1,580
22
$1.71M 1.61%
28,019
-50
23
$1.7M 1.61%
24,642
-75
24
$1.65M 1.55%
7,875
+350
25
$1.6M 1.51%
15,202
-365
1
2 3 4