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
$138M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$569K
2
+$524K
3
+$463K
4
EV
Eaton Vance Corp.
EV
+$330K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$305K

Top Sells

1
+$758K
2
+$570K
3
+$546K
4
AXP icon
American Express
AXP
+$518K
5
INTC icon
Intel
INTC
+$427K

Sector Composition

1 Technology 19.12%
2 Consumer Staples 17.85%
3 Healthcare 15.76%
4 Consumer Discretionary 12.28%
5 Industrials 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 8.38%
52,166
+115
2
$6.17M 4.46%
46,507
-265
3
$4.76M 3.44%
32,125
+491
4
$4.72M 3.41%
29,971
+719
5
$4.46M 3.22%
20,772
+80
6
$4.3M 3.11%
24,393
-4,302
7
$4.28M 3.09%
31,729
-735
8
$4.11M 2.97%
69,898
+1,416
9
$4.08M 2.95%
38,044
+1,855
10
$3.98M 2.88%
82,839
+516
11
$3.74M 2.7%
29,399
+444
12
$3.55M 2.56%
16,679
+53
13
$3.46M 2.5%
13,026
+413
14
$3.32M 2.4%
15,948
+360
15
$3.21M 2.32%
27,237
+450
16
$2.98M 2.15%
27,229
+690
17
$2.98M 2.15%
16,450
-70
18
$2.97M 2.14%
7,872
+125
19
$2.69M 1.94%
5,769
+191
20
$2.54M 1.83%
15,580
+720
21
$2.5M 1.81%
7,044
+20
22
$2.3M 1.66%
16,520
+210
23
$2.15M 1.55%
20,083
+4,901
24
$2.15M 1.55%
14,182
+1,612
25
$2.08M 1.5%
22,279
-3,982
1
2 3 4