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
$126M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$373K
2
+$252K
3
+$227K
4
V icon
Visa
V
+$214K
5
TMO icon
Thermo Fisher Scientific
TMO
+$146K

Top Sells

1
+$1.21M
2
+$428K
3
+$405K
4
XOM icon
Exxon Mobil
XOM
+$339K
5
AXP icon
American Express
AXP
+$274K

Sector Composition

1 Technology 19.62%
2 Consumer Staples 18.7%
3 Healthcare 15.72%
4 Consumer Discretionary 12.53%
5 Industrials 12.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 8.66%
52,051
-1,928
2
$5.42M 4.29%
46,772
-3,692
3
$4.79M 3.8%
32,464
-1,528
4
$4.54M 3.6%
20,692
-4
5
$4.38M 3.47%
31,634
-250
6
$4.35M 3.45%
29,252
+204
7
$4.07M 3.23%
68,482
-538
8
$4M 3.17%
28,695
-53
9
$3.84M 3.04%
82,323
+2,562
10
$3.49M 2.77%
12,613
+218
11
$3.17M 2.51%
36,189
+952
12
$3.07M 2.43%
15,588
+355
13
$3.03M 2.4%
26,787
+47
14
$2.89M 2.29%
26,539
+285
15
$2.79M 2.21%
28,955
-473
16
$2.75M 2.18%
7,747
-160
17
$2.74M 2.17%
16,626
-40
18
$2.69M 2.13%
7,024
+313
19
$2.45M 1.94%
5,578
+332
20
$2.34M 1.85%
14,860
+320
21
$2.27M 1.8%
16,310
-325
22
$2.1M 1.66%
26,261
+340
23
$2.05M 1.62%
16,520
-301
24
$2M 1.59%
57,536
+1,516
25
$1.86M 1.47%
86,243
-3,952
1
2 3 4