HCM

Hall Capital Management Portfolio holdings

AUM $254M
1-Year Est. Return 14.39%
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.95M
3
+$1.62M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$989K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$833K

Top Sells

1
+$2.1M
2
+$1.32M
3
+$890K
4
CSX icon
CSX Corp
CSX
+$574K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$442K

Sector Composition

1 Technology 15.32%
2 Consumer Staples 10.74%
3 Financials 9.17%
4 Healthcare 8.79%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 7.05%
186,180
+26,027
2
$14M 6.48%
37,283
+1,437
3
$10.9M 5.03%
41,963
+3,222
4
$10.1M 4.69%
193,316
-2,618
5
$8.9M 4.12%
40,087
+2,661
6
$7.67M 3.55%
151,234
-7,540
7
$7.27M 3.37%
29,630
+1,591
8
$6.59M 3.05%
108,644
+11,968
9
$5.57M 2.58%
5,885
+53
10
$5.39M 2.5%
61,361
-2,559
11
$5.22M 2.42%
17,080
-1,026
12
$5.19M 2.4%
55,548
+6,382
13
$4.8M 2.22%
20,737
+430
14
$4.78M 2.21%
28,814
+1,517
15
$4.08M 1.89%
26,398
+605
16
$4.01M 1.86%
26,756
+1,049
17
$3.73M 1.73%
11,938
+132
18
$3.66M 1.7%
27,628
+610
19
$3.56M 1.65%
10,152
+69
20
$3.35M 1.55%
15,985
21
$3.34M 1.55%
14,135
+362
22
$3.26M 1.51%
8,900
+200
23
$3.1M 1.44%
16,314
+83
24
$2.9M 1.34%
20,391
+1,061
25
$2.88M 1.34%
5,792
+294
1
2 3 4 5