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
$157M
AUM Growth
+$446K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$138K
3
+$116K
4
JCI icon
Johnson Controls International
JCI
+$72.7K
5
BIDU icon
Baidu
BIDU
+$70.9K

Top Sells

1
+$879K
2
+$502K
3
+$226K
4
MMM icon
3M
MMM
+$213K
5
PG icon
Procter & Gamble
PG
+$204K

Sector Composition

1 Healthcare 23.44%
2 Technology 17.01%
3 Industrials 16.96%
4 Consumer Staples 10.62%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$94.7K 0.06%
5,037
-78
127
$93.7K 0.06%
2,200
+625
128
$93.6K 0.06%
2,755
129
$92.9K 0.06%
1,395
-475
130
$90K 0.06%
1,225
131
$89.8K 0.06%
1,100
132
$86.1K 0.05%
1,287
133
$85K 0.05%
34,000
134
$84K 0.05%
800
135
$82.3K 0.05%
1,000
136
$80.3K 0.05%
4,938
-1,484
137
$74.9K 0.05%
2,475
138
$74.7K 0.05%
1,500
139
$72.4K 0.05%
1,381
140
$70.9K 0.05%
+410
141
$68.7K 0.04%
700
142
$67.9K 0.04%
180
143
$66.5K 0.04%
1,120
144
$66K 0.04%
2,188
-39
145
$64.1K 0.04%
1,900
146
$63.1K 0.04%
750
147
$62.1K 0.04%
1,300
148
$61.9K 0.04%
400
149
$57.4K 0.04%
460
150
$55.4K 0.04%
680
4 5
6
7 8