LJHT
Laurie J. Hall Trustee Portfolio holdings
AUM $280M
AUM
$280M
AUM Growth
-$24.4M (-8%)
Cap. Flow
-$9.59M
Cap. Flow % of AUM
-3.42%
Top 10 Holdings %Top 10 Hldgs %
36.7%
Holding
251
New
–
Increased
11
Reduced
74
Closed
141
Top Buys
| 1 | $865K | |
| 2 | $816K | |
| 3 | $804K | |
| 4 | $765K | |
| 5 | $194K |
Top Sells
| 1 | $1.95M | |
| 2 | $1.1M | |
| 3 | $1.06M | |
| 4 | $785K | |
| 5 | $657K |
Sector Composition
| 1 | Technology | 29.37% |
| 2 | Healthcare | 22.57% |
| 3 | Industrials | 15.58% |
| 4 | Consumer Staples | 9.35% |
| 5 | Financials | 6.07% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -242 | Closed | – |
