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LJHT

Laurie J. Hall Trustee Portfolio holdings

AUM $283M
1-Year Est. Return 20.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$540K
3
+$243K
4
ACGL icon
Arch Capital
ACGL
+$239K
5
CNI icon
Canadian National Railway
CNI
+$189K

Top Sells

1
+$2.62M
2
+$477K
3
+$219K
4
GE icon
GE Aerospace
GE
+$178K
5
NVDA icon
NVIDIA
NVDA
+$151K

Sector Composition

1 Technology 27.07%
2 Healthcare 24.24%
3 Industrials 13.18%
4 Consumer Staples 9.39%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
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