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
$119M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$640K
3
+$579K
4
V icon
Visa
V
+$480K
5
RTX icon
RTX Corp
RTX
+$478K

Top Sells

1
+$604K
2
+$421K
3
+$91K
4
CLX icon
Clorox
CLX
+$46.1K
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$40.4K

Sector Composition

1 Technology 20.45%
2 Consumer Staples 18.58%
3 Healthcare 16.74%
4 Industrials 11.55%
5 Consumer Discretionary 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11M 9.24%
53,979
+157
2
$4.8M 4.04%
33,992
-80
3
$4.6M 3.87%
50,464
+1,748
4
$4.28M 3.6%
28,748
+13
5
$4.22M 3.55%
31,884
+720
6
$4.08M 3.44%
29,048
+239
7
$3.82M 3.21%
20,696
+515
8
$3.81M 3.2%
69,020
+3,655
9
$3.46M 2.91%
35,237
+1,379
10
$3.19M 2.68%
79,761
+14,505
11
$3.1M 2.61%
12,395
+903
12
$2.83M 2.38%
26,740
+1,643
13
$2.77M 2.33%
29,428
+1,242
14
$2.58M 2.17%
15,233
+290
15
$2.45M 2.06%
6,711
+722
16
$2.41M 2.03%
16,666
+1,071
17
$2.4M 2.02%
26,254
+437
18
$2.4M 2.02%
7,907
-85
19
$2.06M 1.73%
90,195
+2,398
20
$2.01M 1.69%
14,540
+4,640
21
$1.99M 1.67%
16,635
+716
22
$1.96M 1.65%
25,921
+475
23
$1.9M 1.6%
5,246
+142
24
$1.88M 1.58%
16,821
+865
25
$1.74M 1.46%
56,020
+445
1
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