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
$161M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1 +$128K
2 +$99.2K
3 +$90.8K
4
AZO icon
AutoZone
AZO
+$86.3K
5
NVS icon
Novartis
NVS
+$81.5K

Top Sells

1 +$1.1M
2 +$450K
3 +$242K
4
UN
Unilever NV New York Registry Shares
UN
+$214K
5
CTAS icon
Cintas
CTAS
+$198K

Sector Composition

1 Healthcare 25.66%
2 Technology 17.25%
3 Industrials 15.6%
4 Consumer Staples 10.05%
5 Communication Services 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$10.7K 0.01%
200
252
$10.5K 0.01%
480
253
$10.3K 0.01%
190
254
$9.97K 0.01%
284
255
$9.96K 0.01%
730
+200
256
$9.72K 0.01%
450
257
$9.62K 0.01%
270
258
$9.4K 0.01%
500
259
$9.36K 0.01%
490
260
$9.25K 0.01%
291
261
$9.07K 0.01%
140
262
$8.93K 0.01%
320
263
$8.81K 0.01%
174
264
$8.64K 0.01%
50
265
$8.63K 0.01%
100
266
$8.54K 0.01%
50
267
$8.2K 0.01%
196
268
$8.04K 0.01%
850
269
$7.85K ﹤0.01%
210
270
$7.21K ﹤0.01%
1,042
271
$7.02K ﹤0.01%
100
272
$6.77K ﹤0.01%
920
273
$6.49K ﹤0.01%
110
274
$6.28K ﹤0.01%
197
-26
275
$5.9K ﹤0.01%
130