LJHT

Laurie J. Hall Trustee Portfolio holdings

AUM $301M
1-Year Est. Return 24.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.46M
3
+$672K
4
AMZN icon
Amazon
AMZN
+$619K
5
SYK icon
Stryker
SYK
+$599K

Top Sells

1
+$4.88M
2
+$439K
3
+$331K
4
GE icon
GE Aerospace
GE
+$297K
5
ABBV icon
AbbVie
ABBV
+$190K

Sector Composition

1 Healthcare 24.28%
2 Technology 18.59%
3 Industrials 11.55%
4 Consumer Staples 9.51%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$18K 0.01%
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252
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-90
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$17K 0.01%
592
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615
-56
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95
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$17K 0.01%
5,000
261
$16K 0.01%
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+90
263
$16K 0.01%
871
264
$15K 0.01%
833
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267
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200
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570
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490
270
$15K 0.01%
630
271
$14K 0.01%
400
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273
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174
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$14K 0.01%
210
275
$14K 0.01%
240
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