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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
$247M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$480K
2
+$317K
3
+$306K
4
UL icon
Unilever
UL
+$262K
5
NVS icon
Novartis
NVS
+$172K

Top Sells

1
+$977K
2
+$738K
3
+$669K
4
MSFT icon
Microsoft
MSFT
+$573K
5
CVX icon
Chevron
CVX
+$526K

Sector Composition

1 Healthcare 24.55%
2 Technology 22.95%
3 Industrials 11.85%
4 Consumer Staples 9.01%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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327
$0 ﹤0.01%
10
328
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+8
329
$0 ﹤0.01%
+1,759
330
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-2,000
331
$0 ﹤0.01%
+5
332
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-12
333
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+15
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-750
335
$0 ﹤0.01%
15
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336
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$0 ﹤0.01%
42
-118
339
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340
$0 ﹤0.01%
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341
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342
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344
$0 ﹤0.01%
16
345
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-350
10 11 12 13
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