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
$161M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$128K
2
+$99.2K
3
+$90.8K
4
AZO icon
AutoZone
AZO
+$86.3K
5
NVS icon
Novartis
NVS
+$81.5K

Top Sells

1
+$1.1M
2
+$450K
3
+$242K
4
UN
Unilever NV New York Registry Shares
UN
+$214K
5
CTAS icon
Cintas
CTAS
+$198K

Sector Composition

1 Healthcare 25.66%
2 Technology 17.25%
3 Industrials 15.6%
4 Consumer Staples 10.05%
5 Communication Services 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$96.6K 0.06%
1,813
127
$93.8K 0.06%
2,755
128
$89K 0.06%
2,425
129
$88.8K 0.06%
1,830
+1,000
130
$87.9K 0.05%
1,100
131
$86.9K 0.05%
800
132
$86.3K 0.05%
+145
133
$81.8K 0.05%
690
-10
134
$80.5K 0.05%
180
135
$73.7K 0.05%
992
-133
136
$73.3K 0.05%
2,116
-36
137
$72.1K 0.04%
1,300
138
$70.1K 0.04%
1,381
139
$68K 0.04%
5,037
140
$68K 0.04%
1,900
141
$67.7K 0.04%
1,120
142
$67.3K 0.04%
580
143
$65.2K 0.04%
1,695
144
$63.5K 0.04%
750
145
$62.5K 0.04%
680
146
$62.2K 0.04%
400
147
$60.7K 0.04%
2,030
148
$59.2K 0.04%
460
149
$58.8K 0.04%
922
150
$57.1K 0.04%
890
4 5
6
7 8