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
$115M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$235K
2
+$215K
3
+$127K
4
TFC icon
Truist Financial
TFC
+$109K
5
CVX icon
Chevron
CVX
+$88.4K

Top Sells

1
+$127K
2
+$118K
3
+$77.7K
4
KMB icon
Kimberly-Clark
KMB
+$67.1K
5
DIS icon
Walt Disney
DIS
+$66.3K

Sector Composition

1 Healthcare 16.65%
2 Technology 15.86%
3 Industrials 15.1%
4 Consumer Staples 12.36%
5 Consumer Discretionary 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.85M 5.94%
59,908
-1,114
2
$4.97M 4.31%
32,966
-330
3
$4.46M 3.86%
32,264
-198
4
$4.22M 3.66%
37,428
-236
5
$4.15M 3.6%
48,787
+420
6
$3.79M 3.28%
43,060
-461
7
$3.36M 2.92%
59,588
-244
8
$3.2M 2.77%
28,631
-40
9
$3.2M 2.77%
33,825
+150
10
$3.07M 2.66%
18,331
+430
11
$2.88M 2.49%
17,668
-95
12
$2.53M 2.2%
47,470
+427
13
$2.51M 2.17%
59,955
+527
14
$2.5M 2.16%
14,175
-84
15
$2.32M 2.01%
11,215
-21
16
$2.25M 1.95%
18,388
+723
17
$2.1M 1.82%
82,882
+26
18
$2.08M 1.8%
22,966
-125
19
$2.04M 1.76%
27,744
-275
20
$2.02M 1.75%
12,690
-2
21
$1.99M 1.73%
27,075
-200
22
$1.9M 1.65%
24,867
+225
23
$1.82M 1.58%
7,740
-135
24
$1.71M 1.48%
14,613
-567
25
$1.68M 1.46%
15,417
+470
1
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