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
$282M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$171K
3
+$113K
4
TSLA icon
Tesla
TSLA
+$79K
5
ILMN icon
Illumina
ILMN
+$76.2K

Top Sells

1
+$916K
2
+$507K
3
+$419K
4
DHR icon
Danaher
DHR
+$331K
5
PH icon
Parker-Hannifin
PH
+$177K

Sector Composition

1 Technology 25.35%
2 Healthcare 24.31%
3 Industrials 12.39%
4 Consumer Staples 8.28%
5 Communication Services 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$64K 0.02%
550
177
$64K 0.02%
700
178
$63K 0.02%
225
179
$61K 0.02%
850
-150
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$60K 0.02%
1,755
-30
181
$55K 0.02%
370
182
$55K 0.02%
240
183
$54K 0.02%
800
184
$53K 0.02%
400
185
$53K 0.02%
1,280
186
$52K 0.02%
300
187
$52K 0.02%
80
188
$49K 0.02%
740
189
$48K 0.02%
130
190
$46K 0.02%
50
191
$46K 0.02%
1,100
192
$46K 0.02%
3,377
-148
193
$44K 0.02%
570
194
$43K 0.02%
600
195
$42K 0.01%
350
196
$42K 0.01%
650
197
$41K 0.01%
500
198
$40K 0.01%
230
199
$40K 0.01%
380
200
$40K 0.01%
964
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8
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