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
201
$29K 0.01%
2,712
202
$29K 0.01%
160
203
$29K 0.01%
420
204
$28K 0.01%
60
205
$28K 0.01%
516
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$27K 0.01%
964
207
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200
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$25K 0.01%
610
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224
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800
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600
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50
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$15K 0.01%
270
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$14K ﹤0.01%
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$14K ﹤0.01%
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224
$13K ﹤0.01%
950
225
$13K ﹤0.01%
110
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9
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