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
$156M
AUM Growth
-$640K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$422K
2
+$224K
3
+$149K
4
COST icon
Costco
COST
+$148K
5
DHR icon
Danaher
DHR
+$112K

Top Sells

1
+$897K
2
+$756K
3
+$737K
4
AAPL icon
Apple
AAPL
+$421K
5
BHI
Baker Hughes
BHI
+$356K

Sector Composition

1 Healthcare 24.88%
2 Industrials 16.68%
3 Technology 16.17%
4 Consumer Staples 10.26%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$33.1K 0.02%
780
177
$33.1K 0.02%
800
178
$32.1K 0.02%
132
179
$31.3K 0.02%
1,671
180
$31.3K 0.02%
374
181
$30K 0.02%
790
182
$29.7K 0.02%
93
183
$29.6K 0.02%
830
184
$28.5K 0.02%
11,550
185
$27K 0.02%
430
186
$26.6K 0.02%
760
187
$26.6K 0.02%
580
188
$26.3K 0.02%
940
189
$26K 0.02%
154
190
$25.5K 0.02%
580
191
$24.8K 0.02%
500
192
$24.2K 0.02%
550
193
$24.1K 0.02%
1,080
194
$23.8K 0.02%
1,440
195
$23.5K 0.02%
142
-33
196
$23.4K 0.02%
553
-6
197
$22.6K 0.01%
+225
198
$21.4K 0.01%
850
199
$20.9K 0.01%
940
200
$20.8K 0.01%
450
6 7
8
9 10