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
$119M
AUM Growth
+$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$243K
2
+$209K
3
+$201K
4
MMC icon
Marsh & McLennan
MMC
+$200K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$102K

Top Sells

1
+$70.7K
2
+$61.7K
3
+$42.7K
4
APC
Anadarko Petroleum
APC
+$40.7K
5
TJX icon
TJX Companies
TJX
+$28.2K

Sector Composition

1 Healthcare 21.67%
2 Industrials 15.67%
3 Technology 14.99%
4 Consumer Staples 11.26%
5 Energy 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$502K 0.42%
39,260
-400
52
$496K 0.42%
13,371
53
$474K 0.4%
12,530
54
$463K 0.39%
7,700
+300
55
$459K 0.39%
4,219
56
$456K 0.38%
17,857
-106
57
$422K 0.36%
44,247
58
$383K 0.32%
11,555
59
$381K 0.32%
4,138
60
$378K 0.32%
13,400
-1,000
61
$376K 0.32%
1,660
62
$351K 0.3%
5,620
63
$343K 0.29%
5,780
-300
64
$342K 0.29%
4,535
65
$311K 0.26%
4,525
66
$309K 0.26%
8,192
67
$301K 0.25%
3,941
68
$299K 0.25%
45,900
69
$298K 0.25%
5,664
+284
70
$296K 0.25%
6,600
+100
71
$294K 0.25%
1,125
72
$290K 0.24%
3,412
73
$286K 0.24%
4,211
+40
74
$281K 0.24%
4,365
75
$281K 0.24%
9,360
+300
1 2
3
4