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
$224M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$9.47M
3
+$7.76M
4
SYK icon
Stryker
SYK
+$6.98M
5
ABT icon
Abbott
ABT
+$6.62M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 25.24%
2 Technology 23.66%
3 Industrials 11.26%
4 Consumer Staples 9.57%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
+50
302
$3K ﹤0.01%
+316
303
$3K ﹤0.01%
+200
304
$3K ﹤0.01%
+480
305
$3K ﹤0.01%
+330
306
$3K ﹤0.01%
+270
307
$2K ﹤0.01%
+120
308
$2K ﹤0.01%
+50
309
$2K ﹤0.01%
+50
310
$2K ﹤0.01%
+39
311
$2K ﹤0.01%
+50
312
$2K ﹤0.01%
+85
313
$2K ﹤0.01%
+50
314
$1K ﹤0.01%
+12
315
$1K ﹤0.01%
+50
316
$1K ﹤0.01%
+59
317
$1K ﹤0.01%
+48
318
$1K ﹤0.01%
+1,220
319
$1K ﹤0.01%
+160
320
$1K ﹤0.01%
+25
321
$1K ﹤0.01%
+70
322
$1K ﹤0.01%
+350
323
$1K ﹤0.01%
+134
324
$1K ﹤0.01%
+7
325
$0 ﹤0.01%
+10
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