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
$181M
AUM Growth
-$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$864K
3
+$635K
4
NKE icon
Nike
NKE
+$602K
5
AAPL icon
Apple
AAPL
+$590K

Top Sells

1
+$766K
2
+$669K
3
+$641K
4
MSFT icon
Microsoft
MSFT
+$635K
5
SYK icon
Stryker
SYK
+$415K

Sector Composition

1 Healthcare 25.58%
2 Technology 18.83%
3 Industrials 10.83%
4 Consumer Staples 9.97%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$27K 0.01%
1,100
-700
202
$27K 0.01%
1,671
203
$27K 0.01%
93
204
$27K 0.01%
620
205
$26K 0.01%
500
206
$25K 0.01%
300
207
$25K 0.01%
250
208
$24K 0.01%
535
209
$24K 0.01%
140
210
$23K 0.01%
130
211
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152
212
$23K 0.01%
1,440
213
$23K 0.01%
360
-50
214
$23K 0.01%
+300
215
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590
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440
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534
-7
218
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740
219
$22K 0.01%
266
220
$21K 0.01%
666
221
$21K 0.01%
940
222
$21K 0.01%
135
223
$20K 0.01%
320
-50
224
$20K 0.01%
504
-111
225
$20K 0.01%
200
7 8
9
10 11