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
$316M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.59M
3
+$1.06M
4
CAT icon
Caterpillar
CAT
+$782K
5
CI icon
Cigna
CI
+$749K

Top Sells

1
+$2.71M
2
+$665K
3
+$308K
4
AAPL icon
Apple
AAPL
+$199K
5
UPS icon
United Parcel Service
UPS
+$116K

Sector Composition

1 Technology 29.8%
2 Healthcare 21.04%
3 Industrials 15.64%
4 Consumer Staples 8.52%
5 Financials 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
50
252
$2K ﹤0.01%
+34
253
$2K ﹤0.01%
101
254
$2K ﹤0.01%
45
-2,443
255
$2K ﹤0.01%
50
256
$1K ﹤0.01%
150
257
$1K ﹤0.01%
50
258
– –
-225
259
– –
-73
260
$0 ﹤0.01%
50
261
– –
-500
262
– –
-160
263
$0 ﹤0.01%
16
264
– –
-470
265
$0 ﹤0.01%
50
266
$0 ﹤0.01%
17
7 8 9 10
11