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
$123M
AUM Growth
+$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$309K
2
+$218K
3
+$211K
4
AMZN icon
Amazon
AMZN
+$157K
5
HON icon
Honeywell
HON
+$117K

Top Sells

1
+$216K
2
+$132K
3
+$84.4K
4
BA icon
Boeing
BA
+$79.9K
5
JNJ icon
Johnson & Johnson
JNJ
+$69.7K

Sector Composition

1 Technology 17.4%
2 Healthcare 14.6%
3 Consumer Staples 14.07%
4 Industrials 13.38%
5 Consumer Discretionary 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.71M 7.1%
55,255
-134
2
$5.14M 4.18%
30,125
+27
3
$5.04M 4.1%
36,154
+50
4
$4.23M 3.45%
30,959
+375
5
$4.22M 3.44%
28,959
-478
6
$3.85M 3.14%
19,506
+65
7
$3.68M 3%
39,048
+551
8
$3.58M 2.92%
48,804
-388
9
$3.26M 2.66%
46,745
-1,209
10
$3.22M 2.62%
52,402
-865
11
$2.96M 2.41%
16,348
-50
12
$2.83M 2.3%
31,968
+28
13
$2.74M 2.23%
24,047
+625
14
$2.56M 2.08%
86,678
-510
15
$2.46M 2%
13,882
+659
16
$2.41M 1.96%
11,027
+205
17
$2.34M 1.9%
16,167
+646
18
$2.33M 1.9%
7,942
+325
19
$2.26M 1.84%
26,002
+7
20
$2.21M 1.8%
25,926
-145
21
$2.18M 1.77%
58,532
-1,518
22
$2.04M 1.66%
16,944
+393
23
$1.93M 1.57%
48,705
+1,134
24
$1.91M 1.55%
13,856
-195
25
$1.89M 1.54%
15,109
+675
1
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