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
176
$43K 0.02%
400
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300
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$41K 0.02%
242
+12
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500
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80
185
$37K 0.02%
+1,060
186
$36K 0.02%
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$36K 0.02%
+385
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644
189
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500
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194
$31K 0.01%
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195
$31K 0.01%
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$29K 0.01%
964
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$29K 0.01%
224
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$28K 0.01%
2,835
-37
200
$27K 0.01%
570
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