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
$316M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.59M
3
+$1.06M
4
CAT icon
Caterpillar
CAT
+$782K
5
CI icon
Cigna
CI
+$749K

Top Sells

1
+$2.71M
2
+$665K
3
+$308K
4
AAPL icon
Apple
AAPL
+$199K
5
UPS icon
United Parcel Service
UPS
+$116K

Sector Composition

1 Technology 29.8%
2 Healthcare 21.04%
3 Industrials 15.64%
4 Consumer Staples 8.52%
5 Financials 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K 0.01%
200
-50
227
$18K 0.01%
270
228
$16K 0.01%
380
229
$16K 0.01%
844
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$15K ﹤0.01%
950
231
$15K ﹤0.01%
150
-50
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$14K ﹤0.01%
800
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$13K ﹤0.01%
130
234
$13K ﹤0.01%
170
235
$11K ﹤0.01%
+225
236
$11K ﹤0.01%
+128
237
$11K ﹤0.01%
100
238
$10K ﹤0.01%
350
239
$9K ﹤0.01%
+842
240
$9K ﹤0.01%
+619
241
$9K ﹤0.01%
75
242
$8K ﹤0.01%
+383
243
$7K ﹤0.01%
50
244
$7K ﹤0.01%
110
245
$7K ﹤0.01%
300
246
$7K ﹤0.01%
400
247
$6K ﹤0.01%
+260
248
$5K ﹤0.01%
316
249
$4K ﹤0.01%
50
250
$4K ﹤0.01%
40
7 8 9
10
11