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
-$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$201K
3
+$151K
4
AXP icon
American Express
AXP
+$99.9K
5
WMT icon
Walmart
WMT
+$91.4K

Top Sells

1
+$563K
2
+$524K
3
+$263K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$250K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$240K

Sector Composition

1 Technology 16.36%
2 Consumer Staples 14.87%
3 Healthcare 14.19%
4 Industrials 13.24%
5 Consumer Discretionary 12.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.7M 6.71%
55,389
-3,772
2
$4.86M 4.23%
30,098
-1,368
3
$4.25M 3.7%
36,104
-1,408
4
$4.19M 3.65%
30,584
+111
5
$4.17M 3.64%
19,441
-17
6
$3.81M 3.32%
29,437
-760
7
$3.39M 2.95%
47,954
-1,014
8
$3.31M 2.88%
38,497
-1,303
9
$3.21M 2.8%
53,267
-1,081
10
$2.75M 2.4%
49,192
-3,468
11
$2.69M 2.35%
23,422
+357
12
$2.66M 2.31%
16,398
-720
13
$2.51M 2.19%
10,822
-85
14
$2.49M 2.17%
87,188
-109
15
$2.42M 2.11%
31,940
-300
16
$2.24M 1.95%
13,223
+894
17
$2.19M 1.91%
7,617
+109
18
$2.17M 1.9%
25,995
-395
19
$2.16M 1.88%
26,071
-410
20
$2.05M 1.78%
60,050
-1,037
21
$2.02M 1.76%
15,521
+521
22
$2M 1.74%
14,051
-225
23
$1.96M 1.71%
16,551
-677
24
$1.88M 1.64%
47,571
+2,310
25
$1.87M 1.63%
23,073
-353
1
2 3 4