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

Top Buys

1
+$2.63M
2
+$2.46M
3
+$672K
4
AMZN icon
Amazon
AMZN
+$619K
5
SYK icon
Stryker
SYK
+$599K

Top Sells

1
+$4.88M
2
+$439K
3
+$331K
4
GE icon
GE Aerospace
GE
+$297K
5
ABBV icon
AbbVie
ABBV
+$190K

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
326
$5K ﹤0.01%
60
327
$5K ﹤0.01%
120
328
$5K ﹤0.01%
620
329
$5K ﹤0.01%
50
330
$5K ﹤0.01%
475
331
$4K ﹤0.01%
29
332
$4K ﹤0.01%
70
333
$4K ﹤0.01%
210
334
$4K ﹤0.01%
330
335
$4K ﹤0.01%
191
336
$4K ﹤0.01%
105
337
$4K ﹤0.01%
380
338
$4K ﹤0.01%
90
339
$3K ﹤0.01%
80
-110
340
$3K ﹤0.01%
230
341
$3K ﹤0.01%
72
342
$3K ﹤0.01%
80
343
$3K ﹤0.01%
180
344
$3K ﹤0.01%
50
345
$3K ﹤0.01%
120
346
$2K ﹤0.01%
48
347
$2K ﹤0.01%
270
348
$2K ﹤0.01%
50
349
$2K ﹤0.01%
50
350
$2K ﹤0.01%
42
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