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LJHT

Laurie J. Hall Trustee Portfolio holdings

AUM $283M
1-Year Est. Return 20.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.06M
3
+$6.67M
4
PG icon
Procter & Gamble
PG
+$6.39M
5
JNJ icon
Johnson & Johnson
JNJ
+$6.08M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 22.77%
2 Technology 17.05%
3 Industrials 17.02%
4 Consumer Staples 11%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K 0.01%
+380
227
$13K 0.01%
+145
228
$13K 0.01%
+340
229
$13K 0.01%
+266
230
$13K 0.01%
+280
231
$13K 0.01%
+620
232
$12K 0.01%
+951
233
$12K 0.01%
+460
234
$12K 0.01%
+200
235
$11K 0.01%
+200
236
$11K 0.01%
+200
237
$11K 0.01%
+210
238
$10K 0.01%
+210
239
$10K 0.01%
+670
240
$10K 0.01%
+84
241
$10K 0.01%
+490
242
$10K 0.01%
+250
243
$10K 0.01%
+1,090
244
$10K 0.01%
+560
245
$10K 0.01%
+320
246
$10K 0.01%
+520
247
$9K 0.01%
+160
248
$9K 0.01%
+790
249
$9K 0.01%
+60
250
$9K 0.01%
+284
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