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
$181M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$864K
3
+$635K
4
NKE icon
Nike
NKE
+$602K
5
AAPL icon
Apple
AAPL
+$590K

Top Sells

1
+$766K
2
+$669K
3
+$641K
4
MSFT icon
Microsoft
MSFT
+$635K
5
SYK icon
Stryker
SYK
+$415K

Sector Composition

1 Healthcare 25.58%
2 Technology 18.83%
3 Industrials 10.83%
4 Consumer Staples 9.97%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K 0.01%
+7,216
277
$9K 0.01%
225
278
$9K 0.01%
260
-40
279
$9K 0.01%
420
280
$9K 0.01%
42
-14
281
$9K 0.01%
214
282
$8K ﹤0.01%
276
+171
283
$8K ﹤0.01%
110
284
$8K ﹤0.01%
200
-40
285
$8K ﹤0.01%
4
286
$8K ﹤0.01%
100
287
$8K ﹤0.01%
100
288
$7K ﹤0.01%
50
289
$7K ﹤0.01%
320
+170
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$7K ﹤0.01%
430
-80
291
$7K ﹤0.01%
5
-1
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$7K ﹤0.01%
174
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29
294
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-60
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$6K ﹤0.01%
50
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-20
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$6K ﹤0.01%
700
+120
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50
-10
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$6K ﹤0.01%
230
-50
300
$6K ﹤0.01%
280
-60
10 11
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