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
$214M
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M
2 +$340K
3 +$197K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$131K
5
DIS icon
Walt Disney
DIS
+$105K

Top Sells

1 +$1.74M
2 +$803K
3 +$738K
4
AAPL icon
Apple
AAPL
+$726K
5
ABT icon
Abbott
ABT
+$725K

Sector Composition

1 Healthcare 27.77%
2 Technology 24.61%
3 Industrials 12.39%
4 Consumer Staples 9.1%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$19K 0.01%
215
227
$19K 0.01%
235
228
$18K 0.01%
120
229
$18K 0.01%
290
230
$18K 0.01%
470
231
$18K 0.01%
175
232
$17K 0.01%
440
233
$17K 0.01%
960
234
$16K 0.01%
750
235
$16K 0.01%
110
236
$16K 0.01%
230
237
$15K 0.01%
73
238
$15K 0.01%
558
239
$15K 0.01%
119
240
$14K 0.01%
220
-220
241
$14K 0.01%
60
242
$14K 0.01%
177
243
$14K 0.01%
189
244
$14K 0.01%
570
245
$13K 0.01%
180
246
$13K 0.01%
200
247
$13K 0.01%
190
248
$12K 0.01%
930
249
$12K 0.01%
270
250
$12K 0.01%
844