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
$316M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.59M
3
+$1.06M
4
CAT icon
Caterpillar
CAT
+$782K
5
CI icon
Cigna
CI
+$749K

Top Sells

1
+$2.71M
2
+$665K
3
+$308K
4
AAPL icon
Apple
AAPL
+$199K
5
UPS icon
United Parcel Service
UPS
+$116K

Sector Composition

1 Technology 29.8%
2 Healthcare 21.04%
3 Industrials 15.64%
4 Consumer Staples 8.52%
5 Financials 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.59%
+18,000
52
$1.78M 0.57%
3,878
+860
53
$1.67M 0.53%
7,915
+2,890
54
$1.65M 0.52%
15,101
-174
55
$1.63M 0.52%
25,214
56
$1.54M 0.49%
17,454
+3,249
57
$1.4M 0.44%
7,403
58
$1.37M 0.43%
62,350
+663
59
$1.32M 0.42%
13,371
60
$1.28M 0.41%
3,280
+2,000
61
$1.28M 0.41%
7,715
-150
62
$1.2M 0.38%
5,844
-304
63
$1.06M 0.34%
+1,200
64
$1.06M 0.33%
3,231
65
$1.05M 0.33%
12,945
+6,000
66
$1.03M 0.33%
5,277
67
$993K 0.31%
4,030
+2,980
68
$975K 0.31%
33,683
+2,437
69
$895K 0.28%
1,447
-66
70
$894K 0.28%
3,250
71
$880K 0.28%
2,715
72
$801K 0.25%
4,710
73
$741K 0.23%
1,829
-15
74
$699K 0.22%
1,212
-75
75
$644K 0.2%
620
1 2
3
4 5