LJHT

Laurie J. Hall Trustee Portfolio holdings

AUM $306M
1-Year Est. Return 16.82%
This Quarter Est. Return
1 Year Est. Return
+16.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1 +$7.24M
2 +$1.15M
3 +$318K
4
ADI icon
Analog Devices
ADI
+$300K
5
DIS icon
Walt Disney
DIS
+$279K

Top Sells

1 +$839K
2 +$360K
3 +$282K
4
JNJ icon
Johnson & Johnson
JNJ
+$244K
5
XOM icon
Exxon Mobil
XOM
+$217K

Sector Composition

1 Healthcare 27.25%
2 Industrials 16.56%
3 Technology 15.18%
4 Consumer Staples 10.41%
5 Energy 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$6K ﹤0.01%
100
227
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+90
228
$6K ﹤0.01%
+160
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50
231
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+170
232
$6K ﹤0.01%
+190
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$6K ﹤0.01%
+90
234
$6K ﹤0.01%
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235
$6K ﹤0.01%
+130
236
$6K ﹤0.01%
100
237
$5K ﹤0.01%
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238
$5K ﹤0.01%
+310
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$5K ﹤0.01%
+120
240
$5K ﹤0.01%
+140
241
$5K ﹤0.01%
+42
242
$5K ﹤0.01%
+160
243
$5K ﹤0.01%
+370
244
$5K ﹤0.01%
+440
245
$5K ﹤0.01%
+80
246
$5K ﹤0.01%
+187
247
$4K ﹤0.01%
+260
248
$4K ﹤0.01%
+240
249
$4K ﹤0.01%
+130
250
$4K ﹤0.01%
+80