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
$261M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$661K
3
+$598K
4
AAPL icon
Apple
AAPL
+$366K
5
BR icon
Broadridge
BR
+$247K

Top Sells

1
+$480K
2
+$457K
3
+$162K
4
BMY icon
Bristol-Myers Squibb
BMY
+$150K
5
WBA
Walgreens Boots Alliance
WBA
+$133K

Sector Composition

1 Technology 29%
2 Healthcare 23.41%
3 Industrials 13.86%
4 Consumer Staples 8.02%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
844
227
$14K 0.01%
100
228
$13K 0.01%
170
229
$11K ﹤0.01%
110
230
$10K ﹤0.01%
450
231
$10K ﹤0.01%
300
-125
232
$9K ﹤0.01%
225
233
$9K ﹤0.01%
600
234
$9K ﹤0.01%
440
235
$8K ﹤0.01%
134
236
$8K ﹤0.01%
92
237
$8K ﹤0.01%
75
-150
238
$8K ﹤0.01%
300
239
$8K ﹤0.01%
100
240
$7K ﹤0.01%
400
241
$6K ﹤0.01%
260
242
$6K ﹤0.01%
316
243
$4K ﹤0.01%
50
244
$3K ﹤0.01%
40
245
$2K ﹤0.01%
20
-200
246
$2K ﹤0.01%
50
247
$2K ﹤0.01%
101
248
$2K ﹤0.01%
50
249
$1K ﹤0.01%
16
250
$1K ﹤0.01%
70
7 8 9
10
11