LJHT

Laurie J. Hall Trustee Portfolio holdings

AUM $301M
1-Year Est. Return 24.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.21%
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
+$7.12M
2
+$1.02M
3
+$492K
4
DIS icon
Walt Disney
DIS
+$233K
5
IBM icon
IBM
IBM
+$222K

Top Sells

1
+$7.73M
2
+$912K
3
+$903K
4
TDOC icon
Teladoc Health
TDOC
+$743K
5
NVDA icon
NVIDIA
NVDA
+$256K

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
229
$25K 0.01%
330
230
$24K 0.01%
270
231
$24K 0.01%
215
232
$23K 0.01%
175
-50
233
$22K 0.01%
235
234
$22K 0.01%
120
+10
235
$21K 0.01%
1,200
+420
236
$21K 0.01%
180
237
$20K 0.01%
470
+10
238
$20K 0.01%
300
239
$19K 0.01%
230
240
$19K 0.01%
110
241
$19K 0.01%
960
+30
242
$19K 0.01%
558
243
$18K 0.01%
440
244
$18K 0.01%
60
245
$17K 0.01%
119
246
$17K 0.01%
290
247
$17K 0.01%
750
248
$16K 0.01%
270
249
$16K 0.01%
177
250
$15K 0.01%
285
8 9
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