LJHT

Laurie J. Hall Trustee Portfolio holdings

AUM $301M
1-Year Est. Return 24.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$689K
3
+$648K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$529K
5
WM icon
Waste Management
WM
+$515K

Top Sells

1
+$1.31M
2
+$966K
3
+$947K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$477K
5
HPQ icon
HP
HPQ
+$365K

Sector Composition

1 Healthcare 23.41%
2 Industrials 17.51%
3 Technology 15.95%
4 Consumer Staples 11.69%
5 Energy 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$41K 0.03%
+3,391
152
$40K 0.03%
+1,000
153
$39K 0.03%
+1,500
154
$38K 0.03%
+1,450
155
$34K 0.02%
+1,700
156
$34K 0.02%
+800
157
$33K 0.02%
+750
158
$33K 0.02%
+896
159
$32K 0.02%
+424
160
$32K 0.02%
+1,080
161
$32K 0.02%
+400
162
$31K 0.02%
+825
163
$30K 0.02%
+622
164
$29K 0.02%
+575
165
$28K 0.02%
+400
166
$27K 0.02%
+800
167
$26K 0.02%
+850
168
$23K 0.02%
+400
169
$23K 0.02%
+1,121
170
$23K 0.02%
+800
171
$23K 0.02%
+250
172
$23K 0.02%
+1,000
173
$22K 0.02%
+390
174
$20K 0.01%
+511
175
$20K 0.01%
+400
5 6
7
8 9