LJHT
Laurie J. Hall Trustee Portfolio holdings
AUM
$302M
This Quarter Return
-6.21%
1 Year Return
+17.68%
3 Year Return
+82.52%
5 Year Return
+131.39%
10 Year Return
–
AUM
$260M
AUM Growth
+$260M
(-7.8%)
Cap. Flow
-$3.73M
Cap. Flow
% of AUM
-1.43%
Top 10 Holdings %
Top 10 Hldgs %
34.82%
Holding
333
New
7
Increased
45
Reduced
58
Closed
9
Top Buys
| 1 |
Advanced Micro Devices
AMD
|
$6.52M |
| 2 |
Pacific Biosciences
PACB
|
$803K |
| 3 |
Medtronic
MDT
|
$517K |
| 4 |
IBM
IBM
|
$222K |
| 5 |
Walt Disney
DIS
|
$221K |
Top Sells
| 1 |
XLNX
Xilinx Inc
XLNX
|
$7.73M |
| 2 |
Microsoft
MSFT
|
$926K |
| 3 |
Fiserv
FI
|
$914K |
| 4 |
Teladoc Health
TDOC
|
$747K |
| 5 |
NVIDIA
NVDA
|
$278K |
Sector Composition
| 1 | Technology | 26.98% |
| 2 | Healthcare | 25.52% |
| 3 | Industrials | 12.07% |
| 4 | Consumer Staples | 8.49% |
| 5 | Communication Services | 7.47% |