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

Top Buys

1 +$229K
2 +$174K
3 +$113K
4
ILMN icon
Illumina
ILMN
+$78.1K
5
TSLA icon
Tesla
TSLA
+$75.5K

Top Sells

1 +$883K
2 +$474K
3 +$411K
4
DHR icon
Danaher
DHR
+$312K
5
PH icon
Parker-Hannifin
PH
+$172K

Sector Composition

1 Technology 25.34%
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
326
-16
327
-420
328
-502
329
-750
330
-110
331
$0 ﹤0.01%
28