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
$196M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1 +$492K
2 +$349K
3 +$338K
4
XLNX
Xilinx Inc
XLNX
+$324K
5
ALC icon
Alcon
ALC
+$243K

Top Sells

1 +$801K
2 +$252K
3 +$180K
4
MSFT icon
Microsoft
MSFT
+$165K
5
WBA
Walgreens Boots Alliance
WBA
+$120K

Sector Composition

1 Healthcare 25%
2 Technology 20.28%
3 Industrials 10.61%
4 Consumer Staples 10.51%
5 Financials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$7K ﹤0.01%
249
277
$7K ﹤0.01%
70
278
$7K ﹤0.01%
360
+60
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$7K ﹤0.01%
280
280
$6K ﹤0.01%
50
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230
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$6K ﹤0.01%
50
283
$6K ﹤0.01%
7,216
284
$6K ﹤0.01%
210
+60
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$5K ﹤0.01%
90
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$5K ﹤0.01%
320
287
$5K ﹤0.01%
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142
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$5K ﹤0.01%
50
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80
+30
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$5K ﹤0.01%
275
292
$5K ﹤0.01%
349
-139
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$5K ﹤0.01%
475
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$4K ﹤0.01%
432
295
$4K ﹤0.01%
100
+30
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$4K ﹤0.01%
5
297
$4K ﹤0.01%
110
298
$4K ﹤0.01%
270
299
$4K ﹤0.01%
50
300
$4K ﹤0.01%
280
+110