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
$169M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$946K
3
+$907K
4
META icon
Meta Platforms (Facebook)
META
+$205K
5
JPM icon
JPMorgan Chase
JPM
+$198K

Top Sells

1
+$1.42M
2
+$789K
3
+$696K
4
CFG icon
Citizens Financial Group
CFG
+$512K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$298K

Sector Composition

1 Technology 15.79%
2 Consumer Staples 14.66%
3 Healthcare 14.09%
4 Industrials 9.83%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.8M 7.6%
44,418
-130
2
$7.85M 4.66%
37,236
+543
3
$6.34M 3.76%
38,469
+403
4
$6.25M 3.7%
126,168
-6,019
5
$5.81M 3.44%
36,426
-859
6
$5.34M 3.17%
29,283
+89
7
$4.9M 2.9%
31,583
+343
8
$4.71M 2.79%
21,151
+4,555
9
$4.51M 2.68%
84,419
+221
10
$4.28M 2.54%
15,313
-76
11
$4.07M 2.41%
82,752
+198
12
$3.92M 2.33%
7,891
+13
13
$3.8M 2.25%
23,269
+245
14
$3.72M 2.2%
83,116
-31,746
15
$3.63M 2.15%
27,877
+1,516
16
$3.46M 2.05%
35,904
+118
17
$3.36M 1.99%
32,358
-43
18
$3.23M 1.91%
24,030
-377
19
$3.2M 1.9%
15,909
+351
20
$3.19M 1.89%
6,753
-46
21
$3.09M 1.83%
79,541
-1,042
22
$3.01M 1.79%
29,747
-32
23
$2.96M 1.75%
15,466
+220
24
$2.78M 1.65%
9,424
-76
25
$2.58M 1.53%
4,475
-121
1
2 3 4