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
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$302K
3
+$228K
4
CARR icon
Carrier Global
CARR
+$209K
5
ADP icon
Automatic Data Processing
ADP
+$191K

Top Sells

1
+$404K
2
+$334K
3
+$224K
4
MSFT icon
Microsoft
MSFT
+$189K
5
PFE icon
Pfizer
PFE
+$186K

Sector Composition

1 Technology 16.67%
2 Consumer Staples 14.35%
3 Healthcare 13.37%
4 Industrials 9.97%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 8.44%
43,864
-554
2
$8.43M 4.76%
38,271
+1,035
3
$7.36M 4.16%
37,964
-505
4
$6.59M 3.73%
132,224
+6,056
5
$5.44M 3.07%
29,346
+63
6
$5.28M 2.99%
31,911
+328
7
$4.93M 2.78%
36,566
+140
8
$4.84M 2.73%
22,018
+867
9
$4.65M 2.63%
85,470
+1,051
10
$4.56M 2.58%
15,294
-19
11
$4.35M 2.46%
82,977
+225
12
$4.34M 2.45%
8,068
+177
13
$4.15M 2.35%
28,558
+681
14
$4.11M 2.32%
23,690
+421
15
$3.85M 2.18%
32,161
-197
16
$3.41M 1.93%
74,321
-8,795
17
$3.38M 1.91%
37,643
+1,739
18
$3.37M 1.91%
24,445
+415
19
$3.34M 1.89%
16,342
+433
20
$3.27M 1.85%
29,980
+233
21
$3.2M 1.81%
15,416
-50
22
$3.18M 1.8%
6,910
+157
23
$2.98M 1.69%
80,219
+678
24
$2.93M 1.66%
9,443
+19
25
$2.63M 1.49%
32,408
+2,041
1
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