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
$234M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$529K
3
+$248K
4
ACGL icon
Arch Capital
ACGL
+$246K
5
GEHC icon
GE HealthCare
GEHC
+$207K

Top Sells

1
+$2.62M
2
+$575K
3
+$253K
4
GE icon
GE Aerospace
GE
+$203K
5
NVDA icon
NVIDIA
NVDA
+$194K

Sector Composition

1 Technology 27.07%
2 Healthcare 24.24%
3 Industrials 13.18%
4 Consumer Staples 9.39%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$76K 0.03%
1,070
152
$75K 0.03%
680
153
$75K 0.03%
760
154
$73K 0.03%
1,759
155
$71K 0.03%
+2,250
156
$70K 0.03%
+900
157
$68K 0.03%
225
158
$68K 0.03%
300
159
$64K 0.03%
1,400
160
$63K 0.03%
+2,000
161
$62K 0.03%
1,058
162
$60K 0.03%
750
-100
163
$59K 0.03%
1,750
164
$57K 0.02%
1,510
165
$56K 0.02%
370
166
$56K 0.02%
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167
$54K 0.02%
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168
$54K 0.02%
1,390
169
$52K 0.02%
1,280
170
$50K 0.02%
1,421
171
$50K 0.02%
145
172
$48K 0.02%
1,650
173
$48K 0.02%
460
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174
$47K 0.02%
1,979
175
$46K 0.02%
1,753
5 6
7
8 9