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
$137M
AUM Growth
+$116K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$200K
2
+$132K
3
+$95K
4
XOM icon
Exxon Mobil
XOM
+$75.2K
5
JPM icon
JPMorgan Chase
JPM
+$70.4K

Top Sells

1
+$623K
2
+$290K
3
+$244K
4
EQNR icon
Equinor
EQNR
+$223K
5
MON
Monsanto Co
MON
+$203K

Sector Composition

1 Healthcare 25.47%
2 Industrials 15.43%
3 Technology 15.35%
4 Consumer Staples 9.64%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$569K 0.41%
13,371
52
$562K 0.41%
7,196
+76
53
$555K 0.4%
5,940
+15
54
$546K 0.4%
3,508
+246
55
$501K 0.36%
6,135
+735
56
$491K 0.36%
4,219
57
$490K 0.36%
8,550
-200
58
$477K 0.35%
17,787
+2,192
59
$468K 0.34%
11,625
-350
60
$457K 0.33%
4,000
61
$456K 0.33%
3,800
62
$453K 0.33%
3,488
-150
63
$433K 0.32%
19,960
+6,100
64
$411K 0.3%
7,612
65
$403K 0.29%
5,185
+650
66
$393K 0.29%
4,464
+50
67
$376K 0.27%
7,805
+524
68
$376K 0.27%
5,620
69
$363K 0.26%
6,896
70
$358K 0.26%
5,480
71
$349K 0.25%
8,905
72
$336K 0.24%
4,815
73
$334K 0.24%
7,992
74
$331K 0.24%
8,160
75
$323K 0.24%
3,640
1 2
3
4