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
$282M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1 +$204K
2 +$171K
3 +$113K
4
TSLA icon
Tesla
TSLA
+$79K
5
ILMN icon
Illumina
ILMN
+$76.2K

Top Sells

1 +$916K
2 +$507K
3 +$419K
4
DHR icon
Danaher
DHR
+$331K
5
PH icon
Parker-Hannifin
PH
+$177K

Sector Composition

1 Technology 25.35%
2 Healthcare 24.31%
3 Industrials 12.39%
4 Consumer Staples 8.28%
5 Communication Services 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$4K ﹤0.01%
160
302
$4K ﹤0.01%
134
303
$4K ﹤0.01%
280
304
$4K ﹤0.01%
41
305
$3K ﹤0.01%
410
306
$3K ﹤0.01%
7
307
$3K ﹤0.01%
50
308
$3K ﹤0.01%
130
309
$2K ﹤0.01%
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$2K ﹤0.01%
50
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$2K ﹤0.01%
5
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$1K ﹤0.01%
510
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+101
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$1K ﹤0.01%
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10
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-5,505
321
$0 ﹤0.01%
28
322
-110
323
-750
324
-502
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-420