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
$140M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$314K
2
+$231K
3
+$223K
4
MMC icon
Marsh & McLennan
MMC
+$200K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$151K

Top Sells

1
+$272K
2
+$75.8K
3
+$65.3K
4
TMO icon
Thermo Fisher Scientific
TMO
+$50.1K
5
WBA
Walgreens Boots Alliance
WBA
+$49.5K

Sector Composition

1 Healthcare 23.71%
2 Technology 16.53%
3 Industrials 15.08%
4 Consumer Staples 10.22%
5 Energy 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$304K 0.22%
3,680
+100
77
$302K 0.22%
2,200
-200
78
$299K 0.21%
2,305
+480
79
$289K 0.21%
2,625
80
$261K 0.19%
1,025
81
$260K 0.19%
12,240
82
$250K 0.18%
700
83
$231K 0.16%
+2,401
84
$223K 0.16%
+3,640
85
$221K 0.16%
6,873
86
$215K 0.15%
13,860
87
$215K 0.15%
1,800
88
$213K 0.15%
3,480
89
$205K 0.15%
4,372
-340
90
$200K 0.14%
+3,500
1 2 3
4