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
$161M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1 +$128K
2 +$99.2K
3 +$90.8K
4
AZO icon
AutoZone
AZO
+$86.3K
5
NVS icon
Novartis
NVS
+$81.5K

Top Sells

1 +$1.1M
2 +$450K
3 +$242K
4
UN
Unilever NV New York Registry Shares
UN
+$214K
5
CTAS icon
Cintas
CTAS
+$198K

Sector Composition

1 Healthcare 25.66%
2 Technology 17.25%
3 Industrials 15.6%
4 Consumer Staples 10.05%
5 Communication Services 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$15.9K 0.01%
+871
227
$15.9K 0.01%
266
228
$15.2K 0.01%
570
229
$14.8K 0.01%
520
230
$14.6K 0.01%
290
231
$14.4K 0.01%
350
232
$14.2K 0.01%
716
233
$14K 0.01%
280
234
$14K 0.01%
240
235
$13.9K 0.01%
+140
236
$13.6K 0.01%
490
237
$13.4K 0.01%
580
-510
238
$13.4K 0.01%
380
239
$12.8K 0.01%
84
240
$12.8K 0.01%
145
241
$12.6K 0.01%
750
242
$12.2K 0.01%
520
243
$12.2K 0.01%
1,180
244
$12.1K 0.01%
340
245
$11.8K 0.01%
9
246
$11.5K 0.01%
250
247
$11.1K 0.01%
60
248
$11K 0.01%
316
249
$10.9K 0.01%
+490
250
$10.9K 0.01%
300