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
$234M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$529K
3
+$248K
4
ACGL icon
Arch Capital
ACGL
+$246K
5
GEHC icon
GE HealthCare
GEHC
+$207K

Top Sells

1
+$2.62M
2
+$575K
3
+$253K
4
GE icon
GE Aerospace
GE
+$203K
5
NVDA icon
NVIDIA
NVDA
+$194K

Sector Composition

1 Technology 27.07%
2 Healthcare 24.24%
3 Industrials 13.18%
4 Consumer Staples 9.39%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K ﹤0.01%
100
227
$10K ﹤0.01%
170
228
$10K ﹤0.01%
+45
229
$9K ﹤0.01%
+136
230
$9K ﹤0.01%
+41
231
$8K ﹤0.01%
480
232
$8K ﹤0.01%
134
233
$7K ﹤0.01%
300
234
$7K ﹤0.01%
225
235
$6K ﹤0.01%
316
236
$6K ﹤0.01%
+260
237
$5K ﹤0.01%
+53
238
$5K ﹤0.01%
1,000
239
$5K ﹤0.01%
+72
240
$4K ﹤0.01%
400
241
$4K ﹤0.01%
36
-18
242
$4K ﹤0.01%
+33
243
$3K ﹤0.01%
40
244
$3K ﹤0.01%
+24
245
$3K ﹤0.01%
50
246
$3K ﹤0.01%
+41
247
$2K ﹤0.01%
+37
248
$2K ﹤0.01%
250
249
$2K ﹤0.01%
+30
250
$2K ﹤0.01%
50
8 9
10
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