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
201
$26K 0.01%
330
-115
202
$26K 0.01%
550
203
$25K 0.01%
38
204
$24K 0.01%
290
205
$24K 0.01%
420
206
$24K 0.01%
242
-450
207
$23K 0.01%
550
208
$22K 0.01%
200
209
$22K 0.01%
225
210
$21K 0.01%
270
211
$19K 0.01%
+242
212
$19K 0.01%
60
213
$19K 0.01%
+502
214
$18K 0.01%
270
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$18K 0.01%
73
216
$17K 0.01%
140
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$17K 0.01%
+593
218
$17K 0.01%
110
219
$16K 0.01%
189
220
$16K 0.01%
950
-170
221
$13K 0.01%
+33
222
$13K 0.01%
100
223
$12K 0.01%
844
224
$11K ﹤0.01%
200
225
$11K ﹤0.01%
600
7 8
9
10 11