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
$181M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$864K
3
+$635K
4
NKE icon
Nike
NKE
+$602K
5
AAPL icon
Apple
AAPL
+$590K

Top Sells

1
+$766K
2
+$669K
3
+$641K
4
MSFT icon
Microsoft
MSFT
+$635K
5
SYK icon
Stryker
SYK
+$415K

Sector Composition

1 Healthcare 25.58%
2 Technology 18.83%
3 Industrials 10.83%
4 Consumer Staples 9.97%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.01%
275
227
$19K 0.01%
450
228
$19K 0.01%
1,640
-140
229
$19K 0.01%
290
-1,360
230
$19K 0.01%
290
-130
231
$18K 0.01%
750
-40
232
$18K 0.01%
132
233
$18K 0.01%
1,700
234
$18K 0.01%
150
235
$18K 0.01%
470
-90
236
$18K 0.01%
845
237
$18K 0.01%
230
238
$17K 0.01%
502
239
$17K 0.01%
50
240
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100
241
$17K 0.01%
236
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$16K 0.01%
350
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243
$16K 0.01%
460
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$15K 0.01%
170
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245
$15K 0.01%
871
246
$15K 0.01%
833
247
$15K 0.01%
1,280
248
$15K 0.01%
310
-1,510
249
$14K 0.01%
490
250
$14K 0.01%
95
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10
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