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
$156M
AUM Growth
-$640K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$422K
2
+$224K
3
+$149K
4
COST icon
Costco
COST
+$148K
5
DHR icon
Danaher
DHR
+$112K

Top Sells

1
+$897K
2
+$756K
3
+$737K
4
AAPL icon
Apple
AAPL
+$421K
5
BHI
Baker Hughes
BHI
+$356K

Sector Composition

1 Healthcare 24.88%
2 Industrials 16.68%
3 Technology 16.17%
4 Consumer Staples 10.26%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.4K 0.01%
266
227
$14K 0.01%
716
228
$13.9K 0.01%
290
229
$13.4K 0.01%
250
230
$13.2K 0.01%
145
231
$13K 0.01%
1,180
+430
232
$13K 0.01%
280
233
$12.8K 0.01%
240
234
$12.1K 0.01%
60
235
$12K 0.01%
+350
236
$11.8K 0.01%
84
237
$11.7K 0.01%
200
238
$11.7K 0.01%
240
239
$11.3K 0.01%
150
-1,245
240
$11.2K 0.01%
340
241
$11.2K 0.01%
480
242
$11K 0.01%
360
243
$11K 0.01%
460
244
$10.7K 0.01%
190
245
$10.6K 0.01%
200
246
$10.6K 0.01%
380
247
$10.6K 0.01%
520
248
$10.5K 0.01%
+316
249
$10.3K 0.01%
450
250
$9.41K 0.01%
210
8 9
10
11 12