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
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$314K
2
+$271K
3
+$251K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$250K
5
AEP icon
American Electric Power
AEP
+$237K

Top Sells

1
+$208K
2
+$128K
3
+$118K
4
TFC icon
Truist Financial
TFC
+$84.9K
5
ADP icon
Automatic Data Processing
ADP
+$69.5K

Sector Composition

1 Technology 16.57%
2 Healthcare 15.99%
3 Industrials 14.38%
4 Consumer Staples 12.98%
5 Consumer Discretionary 11.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.05M 6.14%
59,757
+670
2
$5.14M 4.47%
32,179
-435
3
$4.27M 3.72%
30,558
-35
4
$3.94M 3.43%
48,809
+1,030
5
$3.75M 3.26%
36,991
+240
6
$3.7M 3.22%
19,488
+415
7
$3.65M 3.18%
29,805
+890
8
$3.27M 2.85%
40,340
-1,576
9
$3.13M 2.72%
52,898
+478
10
$2.96M 2.58%
62,352
+3,600
11
$2.92M 2.54%
17,468
+40
12
$2.6M 2.26%
32,220
-695
13
$2.48M 2.16%
61,651
+1,381
14
$2.47M 2.15%
14,193
+311
15
$2.34M 2.04%
22,536
+555
16
$2.15M 1.87%
26,795
-340
17
$2.15M 1.87%
26,866
-435
18
$2.11M 1.83%
10,979
-60
19
$2.1M 1.83%
17,033
-367
20
$2.08M 1.81%
87,973
+3,177
21
$1.81M 1.58%
7,478
-155
22
$1.81M 1.58%
11,394
-90
23
$1.76M 1.53%
14,217
+70
24
$1.74M 1.51%
14,309
-135
25
$1.72M 1.5%
22,494
+400
1
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