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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
$260M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.3M
3
+$278K
4
MAS icon
Masco
MAS
+$159K
5
IFF icon
International Flavors & Fragrances
IFF
+$148K

Top Sells

1
+$1.26M
2
+$802K
3
+$797K
4
PYPL icon
PayPal
PYPL
+$606K
5
INTC icon
Intel
INTC
+$508K

Sector Composition

1 Healthcare 24.27%
2 Technology 22.26%
3 Industrials 12.19%
4 Consumer Staples 8.21%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
316
-316
302
$4K ﹤0.01%
50
303
$4K ﹤0.01%
+61
304
$4K ﹤0.01%
134
305
$4K ﹤0.01%
27
306
$4K ﹤0.01%
50
307
$4K ﹤0.01%
50
308
$4K ﹤0.01%
1,000
309
$3K ﹤0.01%
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310
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70
311
$3K ﹤0.01%
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312
$3K ﹤0.01%
50
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$3K ﹤0.01%
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50
315
$3K ﹤0.01%
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316
$2K ﹤0.01%
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317
$2K ﹤0.01%
39
318
$1K ﹤0.01%
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$1K ﹤0.01%
25
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$1K ﹤0.01%
50
321
– –
-13
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-860
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-50
324
$0 ﹤0.01%
10
325
– –
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10 11 12
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