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
$260M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1 +$6.52M
2 +$803K
3 +$517K
4
IBM icon
IBM
IBM
+$222K
5
DIS icon
Walt Disney
DIS
+$221K

Top Sells

1 +$7.73M
2 +$926K
3 +$914K
4
TDOC icon
Teladoc Health
TDOC
+$747K
5
NVDA icon
NVIDIA
NVDA
+$278K

Sector Composition

1 Technology 26.98%
2 Healthcare 25.52%
3 Industrials 12.07%
4 Consumer Staples 8.49%
5 Communication Services 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$26K 0.01%
1,030
227
$26K 0.01%
265
228
$26K 0.01%
180
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$25K 0.01%
330
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$24K 0.01%
270
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215
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-50
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$22K 0.01%
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$22K 0.01%
120
+10
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$21K 0.01%
1,200
+420
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$21K 0.01%
180
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$20K 0.01%
470
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$20K 0.01%
300
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$19K 0.01%
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960
+30
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$19K 0.01%
558
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$18K 0.01%
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$18K 0.01%
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$17K 0.01%
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$17K 0.01%
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$17K 0.01%
750
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$16K 0.01%
177
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$16K 0.01%
270
250
$15K 0.01%
170
+10