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
201
$20.6K 0.01%
+230
202
$19.9K 0.01%
+190
203
$19.5K 0.01%
150
204
$19.2K 0.01%
+722
205
$19.2K 0.01%
400
-200
206
$19.1K 0.01%
250
-750
207
$18.8K 0.01%
180
208
$18.8K 0.01%
570
209
$18.5K 0.01%
345
210
$18.3K 0.01%
1,200
+610
211
$18.1K 0.01%
1,042
212
$17.9K 0.01%
230
213
$17.6K 0.01%
340
214
$17.6K 0.01%
951
215
$16.9K 0.01%
320
216
$16.4K 0.01%
490
217
$16.1K 0.01%
269
218
$16K 0.01%
930
219
$16K 0.01%
833
220
$15.6K 0.01%
280
221
$15.4K 0.01%
620
222
$15.4K 0.01%
1,280
223
$15K 0.01%
+275
224
$14.9K 0.01%
520
225
$14.7K 0.01%
570
7 8
9
10 11