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
$203M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$1.44M
3 +$678K
4
CARR icon
Carrier Global
CARR
+$449K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$294K

Top Sells

1 +$1.2M
2 +$1.18M
3 +$211K
4
CDK
CDK Global, Inc.
CDK
+$207K
5
WBA
Walgreens Boots Alliance
WBA
+$108K

Sector Composition

1 Healthcare 27.28%
2 Technology 24.66%
3 Industrials 13.23%
4 Consumer Staples 9.47%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$5K ﹤0.01%
48
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1,095
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675
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50
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1,140
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85
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26
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190
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$3K ﹤0.01%
400
296
$2K ﹤0.01%
130
+40
297
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50
298
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205
-105
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210
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300
$2K ﹤0.01%
60
-30