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

Top Buys

1 +$2.64M
2 +$2.38M
3 +$703K
4
NKE icon
Nike
NKE
+$671K
5
AMZN icon
Amazon
AMZN
+$663K

Top Sells

1 +$4.88M
2 +$421K
3 +$344K
4
GE icon
GE Aerospace
GE
+$291K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$182K

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
302
$8K ﹤0.01%
4
303
$8K ﹤0.01%
174
304
$8K ﹤0.01%
110
305
$8K ﹤0.01%
340
306
$8K ﹤0.01%
+210
307
$8K ﹤0.01%
249
+138
308
$7K ﹤0.01%
100
309
$7K ﹤0.01%
29
310
$7K ﹤0.01%
196
311
$7K ﹤0.01%
510
312
$7K ﹤0.01%
200
313
$7K ﹤0.01%
+2,967
314
$7K ﹤0.01%
+580
315
$6K ﹤0.01%
110
316
$6K ﹤0.01%
206
317
$6K ﹤0.01%
180
318
$6K ﹤0.01%
580
319
$6K ﹤0.01%
280
320
$6K ﹤0.01%
+20
321
$6K ﹤0.01%
70
322
$6K ﹤0.01%
360
323
$6K ﹤0.01%
340
324
$5K ﹤0.01%
+63
325
$5K ﹤0.01%
50