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
$166M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$596K
3
+$446K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$397K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$396K

Top Sells

1
+$314K
2
+$236K
3
+$214K
4
HD icon
Home Depot
HD
+$202K
5
HON icon
Honeywell
HON
+$149K

Sector Composition

1 Healthcare 15.41%
2 Consumer Staples 14.46%
3 Technology 13.74%
4 Industrials 10.33%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 6.42%
44,548
+627
2
$7.48M 4.49%
36,693
+1,950
3
$6.51M 3.91%
132,187
+9,060
4
$6.03M 3.62%
37,285
+177
5
$5.52M 3.32%
31,240
+111
6
$5.27M 3.17%
29,194
-90
7
$5.12M 3.08%
114,862
+5,748
8
$4.95M 2.97%
38,066
+1,004
9
$4.22M 2.54%
84,198
-154
10
$4.06M 2.44%
15,389
-894
11
$3.96M 2.38%
16,596
-49
12
$3.9M 2.34%
82,554
+1,176
13
$3.69M 2.21%
35,786
+3,288
14
$3.61M 2.17%
23,024
-369
15
$3.6M 2.16%
7,878
+318
16
$3.54M 2.12%
26,361
-161
17
$3.44M 2.07%
67,213
-1,653
18
$3.31M 1.99%
24,407
+459
19
$3.31M 1.99%
6,799
+67
20
$3.27M 1.96%
29,779
+493
21
$3.27M 1.96%
15,246
-695
22
$3.22M 1.94%
15,558
+379
23
$3.17M 1.91%
80,583
+5,270
24
$3M 1.8%
9,500
-638
25
$2.86M 1.72%
32,401
+4,484
1
2 3 4