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
$190M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$240K
2
+$190K
3
+$115K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$95.1K
5
XYL icon
Xylem
XYL
+$73.1K

Top Sells

1
+$272K
2
+$170K
3
+$130K
4
NVS icon
Novartis
NVS
+$130K
5
DIS icon
Walt Disney
DIS
+$113K

Sector Composition

1 Healthcare 25.5%
2 Technology 19.43%
3 Industrials 10.59%
4 Consumer Staples 10.02%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.58%
20,543
-353
52
$1.07M 0.56%
3,086
53
$1.07M 0.56%
21,414
-5,457
54
$986K 0.52%
9,742
-100
55
$904K 0.48%
8,412
-276
56
$737K 0.39%
35,640
57
$720K 0.38%
6,765
+550
58
$703K 0.37%
6,978
59
$642K 0.34%
3,375
60
$640K 0.34%
3,729
61
$607K 0.32%
13,371
62
$588K 0.31%
2,148
+50
63
$585K 0.31%
18,000
64
$570K 0.3%
11,820
+810
65
$563K 0.3%
6,952
66
$541K 0.29%
9,715
+55
67
$487K 0.26%
10,091
-2,700
68
$480K 0.25%
6,735
69
$452K 0.24%
2,560
70
$446K 0.23%
1,568
71
$414K 0.22%
4,549
+189
72
$407K 0.21%
7,546
-50
73
$398K 0.21%
6,240
-225
74
$397K 0.21%
2,379
75
$391K 0.21%
1,290
1 2
3
4 5