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
$190M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$240K
2
+$190K
3
+$115K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$95.1K
5
XYL icon
Xylem
XYL
+$73.1K

Top Sells

1
+$272K
2
+$170K
3
+$130K
4
NVS icon
Novartis
NVS
+$130K
5
DIS icon
Walt Disney
DIS
+$113K

Sector Composition

1 Healthcare 25.5%
2 Technology 19.43%
3 Industrials 10.59%
4 Consumer Staples 10.02%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5K ﹤0.01%
475
302
$5K ﹤0.01%
110
-70
303
$5K ﹤0.01%
700
304
$5K ﹤0.01%
280
305
$5K ﹤0.01%
142
-142
306
$5K ﹤0.01%
160
307
$4K ﹤0.01%
300
308
$4K ﹤0.01%
210
309
$4K ﹤0.01%
52
310
$4K ﹤0.01%
90
311
$3K ﹤0.01%
80
312
$3K ﹤0.01%
100
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$3K ﹤0.01%
27
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$3K ﹤0.01%
+60
315
$3K ﹤0.01%
+240
316
$3K ﹤0.01%
191
317
$3K ﹤0.01%
+170
318
$3K ﹤0.01%
50
319
$3K ﹤0.01%
150
320
$3K ﹤0.01%
70
321
$3K ﹤0.01%
70
322
$3K ﹤0.01%
70
323
$3K ﹤0.01%
87
-87
324
$2K ﹤0.01%
103
-111
325
$2K ﹤0.01%
520
10 11 12
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