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
51
$1.21M 0.52%
11,057
-650
52
$1.03M 0.44%
2,870
53
$1.02M 0.43%
3,033
-140
54
$979K 0.42%
13,371
55
$957K 0.41%
1,661
-5
56
$896K 0.38%
5,387
57
$887K 0.38%
8,550
+340
58
$790K 0.34%
6,065
-700
59
$788K 0.34%
24,096
-7,725
60
$775K 0.33%
3,423
+15
61
$723K 0.31%
9,476
-2,663
62
$722K 0.31%
6,240
63
$709K 0.3%
3,011
64
$702K 0.3%
25,060
-800
65
$651K 0.28%
3,250
66
$620K 0.26%
4,860
-150
67
$553K 0.24%
1,346
68
$531K 0.23%
6,000
69
$524K 0.22%
15,150
70
$494K 0.21%
715
-150
71
$479K 0.2%
1,620
+191
72
$472K 0.2%
9,380
+2,000
73
$450K 0.19%
9,165
74
$426K 0.18%
4,704
75
$410K 0.17%
7,845
+450
1 2
3
4 5