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
$282M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1 +$204K
2 +$171K
3 +$113K
4
TSLA icon
Tesla
TSLA
+$79K
5
ILMN icon
Illumina
ILMN
+$76.2K

Top Sells

1 +$916K
2 +$507K
3 +$419K
4
DHR icon
Danaher
DHR
+$331K
5
PH icon
Parker-Hannifin
PH
+$177K

Sector Composition

1 Technology 25.35%
2 Healthcare 24.31%
3 Industrials 12.39%
4 Consumer Staples 8.28%
5 Communication Services 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$16K 0.01%
73
252
$16K 0.01%
930
253
$16K 0.01%
100
254
$16K 0.01%
189
255
$15K 0.01%
980
+310
256
$15K 0.01%
270
257
$15K 0.01%
844
258
$15K 0.01%
170
259
$15K 0.01%
235
260
$15K 0.01%
160
261
$14K 0.01%
200
262
$14K 0.01%
570
263
$13K ﹤0.01%
750
264
$13K ﹤0.01%
480
265
$13K ﹤0.01%
1,030
+140
266
$11K ﹤0.01%
600
-150
267
$11K ﹤0.01%
8
-50
268
$11K ﹤0.01%
240
269
$11K ﹤0.01%
140
+100
270
$10K ﹤0.01%
225
271
$10K ﹤0.01%
960
272
$10K ﹤0.01%
200
273
$9K ﹤0.01%
400
274
$9K ﹤0.01%
1,590
275
$9K ﹤0.01%
250