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
$174M
AUM Growth
+$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1 +$2.63M
2 +$2.46M
3 +$672K
4
AMZN icon
Amazon
AMZN
+$619K
5
SYK icon
Stryker
SYK
+$599K

Top Sells

1 +$4.88M
2 +$439K
3 +$331K
4
GE icon
GE Aerospace
GE
+$297K
5
ABBV icon
AbbVie
ABBV
+$190K

Sector Composition

1 Healthcare 24.28%
2 Technology 18.59%
3 Industrials 11.55%
4 Consumer Staples 9.51%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$9K 0.01%
403
-362
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4
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174
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340
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+210
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249
+138
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$7K ﹤0.01%
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$6K ﹤0.01%
340
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$5K ﹤0.01%
+63
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$5K ﹤0.01%
50