LJHT

Laurie J. Hall Trustee Portfolio holdings

AUM $306M
1-Year Est. Return 16.82%
This Quarter Est. Return
1 Year Est. Return
+16.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$529K
3
+$248K
4
ACGL icon
Arch Capital
ACGL
+$246K
5
GEHC icon
GE HealthCare
GEHC
+$207K

Top Sells

1
+$2.62M
2
+$575K
3
+$253K
4
GE icon
GE Aerospace
GE
+$203K
5
NVDA icon
NVIDIA
NVDA
+$194K

Sector Composition

1 Technology 27.07%
2 Healthcare 24.24%
3 Industrials 13.18%
4 Consumer Staples 9.39%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.23M 1.38%
27,334
+1,597
27
$3.15M 1.34%
29,575
+650
28
$3.06M 1.3%
78,575
+475
29
$3M 1.28%
18,790
30
$2.89M 1.23%
36,856
+15,026
31
$2.88M 1.23%
24,365
+310
32
$2.83M 1.21%
54,581
+1,224
33
$2.72M 1.16%
30,944
-367
34
$2.62M 1.12%
33,942
35
$2.55M 1.09%
27,702
+1,775
36
$2.5M 1.06%
10,082
-200
37
$2.41M 1.03%
18,368
+4,035
38
$2.28M 0.97%
7,925
39
$2.25M 0.96%
19,915
-150
40
$1.75M 0.75%
24,475
-135
41
$1.75M 0.75%
7,225
42
$1.69M 0.72%
4,137
+2
43
$1.64M 0.7%
36,235
+2,428
44
$1.42M 0.61%
73,879
-505
45
$1.42M 0.6%
18,735
-375
46
$1.4M 0.6%
16,100
-75
47
$1.4M 0.6%
34,394
48
$1.4M 0.6%
13,540
+130
49
$1.3M 0.55%
23,514
+1,100
50
$1.22M 0.52%
3,954
+101
1
2
3 4 5