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
$156M
AUM Growth
-$640K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$422K
2
+$224K
3
+$149K
4
COST icon
Costco
COST
+$148K
5
DHR icon
Danaher
DHR
+$112K

Top Sells

1
+$897K
2
+$756K
3
+$737K
4
AAPL icon
Apple
AAPL
+$421K
5
BHI
Baker Hughes
BHI
+$356K

Sector Composition

1 Healthcare 24.88%
2 Industrials 16.68%
3 Technology 16.17%
4 Consumer Staples 10.26%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6.32K ﹤0.01%
129
-471
277
$6.25K ﹤0.01%
920
278
$5.75K ﹤0.01%
110
279
$5.48K ﹤0.01%
+340
280
$5.3K ﹤0.01%
130
281
$4.88K ﹤0.01%
130
282
$4.38K ﹤0.01%
130
283
$4.33K ﹤0.01%
50
284
$4.32K ﹤0.01%
112
285
$4.14K ﹤0.01%
475
286
$3.98K ﹤0.01%
560
287
$3.85K ﹤0.01%
220
288
$3.82K ﹤0.01%
170
289
$3.8K ﹤0.01%
70
290
$3.47K ﹤0.01%
50
291
$3.36K ﹤0.01%
111
292
$3.35K ﹤0.01%
70
293
$3.06K ﹤0.01%
50
294
$2.85K ﹤0.01%
50
295
$2.26K ﹤0.01%
43
296
$2.2K ﹤0.01%
120
297
$1.81K ﹤0.01%
745
298
$1.8K ﹤0.01%
100
299
$1.52K ﹤0.01%
77
300
$894 ﹤0.01%
50
9 10 11
12
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