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
$157M
AUM Growth
+$446K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$138K
3
+$116K
4
JCI icon
Johnson Controls International
JCI
+$72.7K
5
BIDU icon
Baidu
BIDU
+$70.9K

Top Sells

1
+$879K
2
+$502K
3
+$226K
4
MMM icon
3M
MMM
+$213K
5
PG icon
Procter & Gamble
PG
+$204K

Sector Composition

1 Healthcare 23.44%
2 Technology 17.01%
3 Industrials 16.96%
4 Consumer Staples 10.62%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.5K 0.01%
320
252
$8.43K 0.01%
850
+220
253
$8.16K 0.01%
+197
254
$8.15K 0.01%
1,510
255
$7.94K 0.01%
920
256
$7.9K 0.01%
500
257
$7.61K ﹤0.01%
100
258
$7.46K ﹤0.01%
750
259
$7.29K ﹤0.01%
270
260
$7.24K ﹤0.01%
190
261
$7.22K ﹤0.01%
590
262
$7.1K ﹤0.01%
140
263
$7.09K ﹤0.01%
50
264
$6.91K ﹤0.01%
+291
265
$6.78K ﹤0.01%
100
266
$6.71K ﹤0.01%
90
+30
267
$6.68K ﹤0.01%
223
268
$6.58K ﹤0.01%
380
269
$6.53K ﹤0.01%
174
-100
270
$6.36K ﹤0.01%
530
271
$5.84K ﹤0.01%
+117
272
$5.8K ﹤0.01%
110
-16,670
273
$5.55K ﹤0.01%
300
274
$5.37K ﹤0.01%
50
275
$5.05K ﹤0.01%
9
9 10
11
12 13