LJHT

Laurie J. Hall Trustee Portfolio holdings

AUM $301M
1-Year Est. Return 24.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.21%
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
+$229K
2
+$174K
3
+$113K
4
ILMN icon
Illumina
ILMN
+$78.1K
5
TSLA icon
Tesla
TSLA
+$75.5K

Top Sells

1
+$883K
2
+$474K
3
+$411K
4
DHR icon
Danaher
DHR
+$312K
5
PH icon
Parker-Hannifin
PH
+$172K

Sector Composition

1 Technology 25.34%
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
276
$9K ﹤0.01%
1,590
277
$9K ﹤0.01%
400
278
$8K ﹤0.01%
400
279
$8K ﹤0.01%
270
280
$8K ﹤0.01%
90
281
$8K ﹤0.01%
85
282
$8K ﹤0.01%
160
283
$7K ﹤0.01%
1,650
284
$7K ﹤0.01%
50
285
$7K ﹤0.01%
290
286
$7K ﹤0.01%
980
+340
287
$7K ﹤0.01%
7,216
288
$6K ﹤0.01%
1,000
289
$6K ﹤0.01%
145
290
$6K ﹤0.01%
130
291
$6K ﹤0.01%
300
292
$6K ﹤0.01%
50
293
$5K ﹤0.01%
50
294
$5K ﹤0.01%
14
295
$5K ﹤0.01%
316
296
$5K ﹤0.01%
110
297
$5K ﹤0.01%
33
+16
298
$4K ﹤0.01%
41
299
$4K ﹤0.01%
280
300
$4K ﹤0.01%
134
10 11
12
13 14