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
$177M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.02M
3
+$720K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$592K
5
PYPL icon
PayPal
PYPL
+$484K

Top Sells

1
+$1.01M
2
+$755K
3
+$714K
4
WM icon
Waste Management
WM
+$525K
5
SBUX icon
Starbucks
SBUX
+$520K

Sector Composition

1 Technology 18%
2 Healthcare 14.31%
3 Consumer Staples 13.34%
4 Consumer Discretionary 10.74%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 8.62%
45,306
-2,124
2
$7.38M 4.17%
120,440
+49,341
3
$6.99M 3.96%
39,385
-5,708
4
$5.19M 2.94%
30,361
+403
5
$5M 2.83%
36,945
+1,085
6
$4.98M 2.82%
11,996
+176
7
$4.87M 2.75%
18,147
-1,207
8
$4.8M 2.72%
27,651
-1,654
9
$4.28M 2.42%
27,009
-728
10
$4.26M 2.41%
17,282
-3,064
11
$4.24M 2.4%
25,400
-3,143
12
$4.18M 2.37%
16,415
-989
13
$4.07M 2.3%
+80,533
14
$3.99M 2.26%
7,032
+237
15
$3.8M 2.15%
15,079
-292
16
$3.78M 2.14%
26,845
+894
17
$3.77M 2.13%
63,813
+7,484
18
$3.72M 2.11%
17,859
+166
19
$3.27M 1.85%
67,728
-7,296
20
$3.22M 1.82%
62,009
-3,860
21
$3.14M 1.78%
4,708
+229
22
$3.06M 1.73%
18,380
+4,320
23
$3M 1.7%
20,700
+1,300
24
$2.98M 1.69%
20,883
-2,411
25
$2.65M 1.5%
19,410
-2,351
1
2 3 4