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

Top Buys

1
+$7.12M
2
+$1.02M
3
+$492K
4
DIS icon
Walt Disney
DIS
+$233K
5
IBM icon
IBM
IBM
+$222K

Top Sells

1
+$7.73M
2
+$912K
3
+$903K
4
TDOC icon
Teladoc Health
TDOC
+$743K
5
NVDA icon
NVIDIA
NVDA
+$256K

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%
90
284
$7K ﹤0.01%
590
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%
310
+150
290
$6K ﹤0.01%
710
+300
291
$6K ﹤0.01%
41
292
$6K ﹤0.01%
130
293
$6K ﹤0.01%
50
294
$6K ﹤0.01%
300
295
$5K ﹤0.01%
316
296
$5K ﹤0.01%
1,000
297
$5K ﹤0.01%
145
298
$5K ﹤0.01%
980
299
$4K ﹤0.01%
110
300
$4K ﹤0.01%
130
10 11
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