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
76
$322K 0.23%
3,655
+75
77
$307K 0.22%
2,200
78
$286K 0.21%
3,116
-300
79
$282K 0.21%
6,650
-200
80
$268K 0.2%
2,240
81
$246K 0.18%
2,316
82
$243K 0.18%
1,025
83
$242K 0.18%
700
84
$233K 0.17%
2,216
-85
85
$226K 0.16%
9,540
-300
86
$207K 0.15%
3,480
87
$200K 0.15%
+9,464
88
– –
-6,873
89
– –
-1,800
1 2 3
4