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HCM

Hall Capital Management Portfolio holdings

AUM $280M
1-Year Est. Return 14.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.59M
3
+$1.09M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$773K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$207K

Top Sells

1
+$1.53M
2
+$321K
3
+$146K
4
MRK icon
Merck
MRK
+$119K
5
MSFT icon
Microsoft
MSFT
+$117K

Sector Composition

1 Technology 17.08%
2 Financials 9.25%
3 Consumer Staples 9.09%
4 Healthcare 7.54%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.2M 7.57%
37,047
-230
2
$18M 7.1%
214,044
+13,120
3
$13.7M 5.42%
192,618
+23,088
4
$12.1M 4.76%
164,272
-4,472
5
$11.6M 4.59%
219,432
+14,650
6
$10.6M 4.17%
41,577
+454
7
$9.36M 3.69%
29,661
-139
8
$7.53M 2.97%
148,229
+750
9
$6.5M 2.56%
26,726
-266
10
$6.29M 2.48%
61,067
-528
11
$5.4M 2.13%
29,127
+12
12
$5.38M 2.12%
5,807
-98
13
$5.02M 1.98%
112,428
-1,584
14
$5M 1.97%
17,036
+5
15
$4.54M 1.79%
20,564
-88
16
$4.36M 1.72%
15,485
-575
17
$4.29M 1.69%
13,152
+285
18
$3.84M 1.51%
27,323
-44
19
$3.72M 1.47%
16,059
-75
20
$3.68M 1.45%
27,438
+4
21
$3.62M 1.43%
11,917
-32
22
$3.62M 1.43%
8,932
-1
23
$3.59M 1.42%
16,348
-145
24
$3.5M 1.38%
10,242
-34
25
$3.37M 1.33%
14,272
-88
1
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