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
$260M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1 +$6.52M
2 +$803K
3 +$517K
4
IBM icon
IBM
IBM
+$222K
5
DIS icon
Walt Disney
DIS
+$221K

Top Sells

1 +$7.73M
2 +$926K
3 +$914K
4
TDOC icon
Teladoc Health
TDOC
+$747K
5
NVDA icon
NVIDIA
NVDA
+$278K

Sector Composition

1 Technology 26.98%
2 Healthcare 25.52%
3 Industrials 12.07%
4 Consumer Staples 8.49%
5 Communication Services 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$10K ﹤0.01%
170
+10
277
$10K ﹤0.01%
400
278
$9K ﹤0.01%
250
+10
279
$9K ﹤0.01%
360
+70
280
$9K ﹤0.01%
7,216
281
$8K ﹤0.01%
400
282
$8K ﹤0.01%
134
283
$7K ﹤0.01%
590
284
$7K ﹤0.01%
90
285
$7K ﹤0.01%
85
286
$7K ﹤0.01%
16
+9
287
$7K ﹤0.01%
33
288
$7K ﹤0.01%
1,590
289
$6K ﹤0.01%
710
+300
290
$6K ﹤0.01%
310
+150
291
$6K ﹤0.01%
300
292
$6K ﹤0.01%
50
293
$6K ﹤0.01%
130
294
$6K ﹤0.01%
41
295
$5K ﹤0.01%
980
296
$5K ﹤0.01%
145
297
$5K ﹤0.01%
1,000
298
$5K ﹤0.01%
316
299
$4K ﹤0.01%
130
300
$4K ﹤0.01%
110