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
$265M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$116K
2
+$102K
3
+$95K
4
AMBA icon
Ambarella
AMBA
+$85.2K
5
WM icon
Waste Management
WM
+$72.6K

Top Sells

1
+$460K
2
+$359K
3
+$210K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$199K
5
ACGL icon
Arch Capital
ACGL
+$182K

Sector Composition

1 Healthcare 24.82%
2 Technology 23.7%
3 Industrials 12.61%
4 Consumer Staples 8.22%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-140
327
– –
-495
328
– –
-10
329
$0 ﹤0.01%
28
10 11 12 13
14