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
$156M
AUM Growth
-$640K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$422K
2
+$224K
3
+$149K
4
COST icon
Costco
COST
+$148K
5
DHR icon
Danaher
DHR
+$112K

Top Sells

1
+$897K
2
+$756K
3
+$737K
4
AAPL icon
Apple
AAPL
+$421K
5
BHI
Baker Hughes
BHI
+$356K

Sector Composition

1 Healthcare 24.88%
2 Industrials 16.68%
3 Technology 16.17%
4 Consumer Staples 10.26%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9.41K 0.01%
284
252
$9.33K 0.01%
90
253
$9.3K 0.01%
750
+360
254
$9.12K 0.01%
1,090
255
$8.95K 0.01%
850
256
$8.88K 0.01%
320
257
$8.73K 0.01%
490
258
$8.69K 0.01%
100
259
$8.32K 0.01%
270
260
$8.3K 0.01%
500
261
$8.05K 0.01%
150
+50
262
$7.97K 0.01%
240
-150
263
$7.93K 0.01%
1,510
264
$7.8K 0.01%
196
-1
265
$7.75K 0.01%
300
266
$7.65K ﹤0.01%
291
267
$7.58K ﹤0.01%
140
268
$7.55K ﹤0.01%
50
269
$7.11K ﹤0.01%
9
270
$7.09K ﹤0.01%
223
271
$7.05K ﹤0.01%
530
272
$7.04K ﹤0.01%
50
273
$6.95K ﹤0.01%
100
274
$6.6K ﹤0.01%
174
275
$6.53K ﹤0.01%
117
9 10
11
12 13