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
$170M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$1.18M
3
+$324K
4
MRK icon
Merck
MRK
+$298K
5
AVGO icon
Broadcom
AVGO
+$280K

Top Sells

1
+$2.86M
2
+$721K
3
+$412K
4
VZ icon
Verizon
VZ
+$309K
5
ABBV icon
AbbVie
ABBV
+$281K

Sector Composition

1 Technology 17.42%
2 Consumer Staples 12.82%
3 Healthcare 12.57%
4 Industrials 9.65%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 8.17%
37,017
-616
2
$10.5M 6.15%
208,386
+78,547
3
$8.73M 5.13%
37,528
+800
4
$7.27M 4.27%
37,756
-738
5
$5.06M 2.97%
90,198
+1,769
6
$4.92M 2.89%
28,913
+657
7
$4.61M 2.71%
27,143
+156
8
$4.56M 2.68%
29,122
-618
9
$4.43M 2.6%
19,021
-250
10
$4.4M 2.58%
31,520
-886
11
$4.11M 2.41%
6,221
-244
12
$4.09M 2.4%
77,763
-360
13
$4.02M 2.36%
22,467
-565
14
$3.83M 2.25%
45,658
+14,061
15
$3.69M 2.17%
12,447
-234
16
$3.57M 2.1%
14,537
-121
17
$3.23M 1.9%
9,326
-61
18
$3.18M 1.86%
28,854
+1,263
19
$2.93M 1.72%
30,238
-7,430
20
$2.86M 1.68%
23,503
-726
21
$2.77M 1.63%
18,250
-993
22
$2.76M 1.62%
17,785
-1,812
23
$2.75M 1.62%
5,190
+198
24
$2.75M 1.62%
6,074
+6
25
$2.63M 1.55%
10,115
+183
1
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