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
201
$21.9K 0.01%
230
202
$21.7K 0.01%
142
203
$21.3K 0.01%
940
204
$20.3K 0.01%
450
205
$20.1K 0.01%
1,200
206
$19.6K 0.01%
180
207
$19.4K 0.01%
345
208
$19.2K 0.01%
722
209
$18.5K 0.01%
340
210
$18.4K 0.01%
320
211
$18.3K 0.01%
400
212
$18.3K 0.01%
570
213
$18.2K 0.01%
275
214
$18K 0.01%
1,280
215
$17.9K 0.01%
250
216
$17.7K 0.01%
230
217
$17.6K 0.01%
150
218
$17.4K 0.01%
920
+460
219
$17.2K 0.01%
850
220
$16.8K 0.01%
269
221
$16.5K 0.01%
280
222
$16.3K 0.01%
930
223
$16.2K 0.01%
90
224
$16.2K 0.01%
620
225
$16K 0.01%
833