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
$287M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.07M
3
+$2.04M
4
VLTO icon
Veralto
VLTO
+$344K
5
GEV icon
GE Vernova
GEV
+$317K

Top Sells

1
+$3.39M
2
+$2.74M
3
+$699K
4
MSFT icon
Microsoft
MSFT
+$653K
5
MMM icon
3M
MMM
+$566K

Sector Composition

1 Technology 32.46%
2 Healthcare 20.63%
3 Industrials 14.95%
4 Consumer Staples 8.23%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$48K 0.02%
1,759
177
$48K 0.02%
1,217
178
$47K 0.02%
400
179
$46K 0.02%
625
180
$43K 0.02%
270
181
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1,000
182
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300
183
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242
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900
185
$39K 0.01%
365
-333
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500
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160
200
$30K 0.01%
38
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