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
$224M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10M
3
+$8.12M
4
SYK icon
Stryker
SYK
+$7.48M
5
ABT icon
Abbott
ABT
+$7.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 25.24%
2 Technology 23.66%
3 Industrials 11.26%
4 Consumer Staples 9.57%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$14K 0.01%
+60
252
$13K 0.01%
+920
253
$13K 0.01%
+320
254
$13K 0.01%
+550
255
$13K 0.01%
+640
256
$13K 0.01%
+73
257
$12K 0.01%
+170
258
$12K 0.01%
+189
259
$12K 0.01%
+140
260
$12K 0.01%
+760
261
$12K 0.01%
+740
262
$12K 0.01%
+476
263
$11K ﹤0.01%
+290
264
$11K ﹤0.01%
+450
265
$11K ﹤0.01%
+871
266
$11K ﹤0.01%
+110
267
$11K ﹤0.01%
+75
268
$11K ﹤0.01%
+7,216
269
$10K ﹤0.01%
+310
270
$10K ﹤0.01%
+750
271
$10K ﹤0.01%
+100
272
$9K ﹤0.01%
+8
273
$9K ﹤0.01%
+60
274
$9K ﹤0.01%
+50
275
$9K ﹤0.01%
+50
9 10
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