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
176
$33.2K 0.02%
610
177
$32.5K 0.02%
93
178
$32.4K 0.02%
1,700
179
$31.4K 0.02%
374
180
$29.9K 0.02%
154
181
$29K 0.02%
580
182
$28.5K 0.02%
560
-20
183
$28.1K 0.02%
500
-1,000
184
$28.1K 0.02%
300
185
$27.8K 0.02%
760
186
$27.8K 0.02%
535
+406
187
$27.7K 0.02%
550
188
$27.2K 0.02%
590
-1,010
189
$27.1K 0.02%
132
190
$26.7K 0.02%
430
191
$25.9K 0.02%
1,080
192
$25.9K 0.02%
910
-30
193
$25.5K 0.02%
500
194
$25.5K 0.02%
11,550
195
$25.2K 0.02%
1,440
196
$25K 0.02%
553
197
$24.4K 0.02%
225
198
$23.9K 0.01%
190
199
$23.5K 0.01%
410
200
$22.4K 0.01%
620
+260
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8
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