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
$157M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$997K
2
+$193K
3
+$106K
4
TGT icon
Target
TGT
+$102K
5
BAC icon
Bank of America
BAC
+$92.3K

Top Sells

1
+$420K
2
+$233K
3
+$207K
4
T icon
AT&T
T
+$178K
5
VZ icon
Verizon
VZ
+$119K

Sector Composition

1 Technology 18.29%
2 Consumer Staples 14.1%
3 Healthcare 13.84%
4 Industrials 11.42%
5 Consumer Discretionary 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 8.54%
47,430
-191
2
$6.38M 4.07%
45,093
-139
3
$4.84M 3.09%
29,958
+334
4
$4.67M 2.98%
19,354
-68
5
$4.54M 2.9%
27,737
+384
6
$4.41M 2.81%
29,305
-57
7
$4.33M 2.77%
71,099
+16,351
8
$4.26M 2.72%
28,543
+364
9
$4.12M 2.63%
17,404
-73
10
$4.07M 2.6%
20,346
+73
11
$3.88M 2.48%
11,820
+54
12
$3.87M 2.47%
35,860
+388
13
$3.76M 2.4%
17,693
+290
14
$3.56M 2.27%
65,869
-2,208
15
$3.49M 2.23%
75,024
+15
16
$3.08M 1.97%
23,294
-3,168
17
$3.07M 1.96%
25,951
+165
18
$3.05M 1.95%
6,795
+129
19
$3.01M 1.92%
15,371
+415
20
$2.63M 1.68%
15,563
+155
21
$2.59M 1.66%
19,400
+660
22
$2.56M 1.63%
4,479
+30
23
$2.45M 1.56%
12,463
+115
24
$2.45M 1.56%
21,761
+85
25
$2.42M 1.55%
56,329
-15
1
2 3 4