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
$316M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.59M
3
+$1.06M
4
CAT icon
Caterpillar
CAT
+$782K
5
CI icon
Cigna
CI
+$749K

Top Sells

1
+$2.71M
2
+$665K
3
+$308K
4
AAPL icon
Apple
AAPL
+$199K
5
UPS icon
United Parcel Service
UPS
+$116K

Sector Composition

1 Technology 29.8%
2 Healthcare 21.04%
3 Industrials 15.64%
4 Consumer Staples 8.52%
5 Financials 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$39K 0.01%
160
202
$39K 0.01%
600
-400
203
$38K 0.01%
500
204
$37K 0.01%
240
205
$37K 0.01%
+314
206
$37K 0.01%
300
207
$36K 0.01%
38
208
$35K 0.01%
420
209
$33K 0.01%
315
210
$33K 0.01%
600
211
$32K 0.01%
610
212
$31K 0.01%
2,712
213
$30K 0.01%
60
214
$29K 0.01%
242
215
$29K 0.01%
800
216
$28K 0.01%
1,759
217
$27K 0.01%
600
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$27K 0.01%
2,000
-4,200
219
$27K 0.01%
250
-100
220
$27K 0.01%
200
221
$26K 0.01%
+165
222
$24K 0.01%
224
223
$21K 0.01%
350
224
$19K 0.01%
50
225
$19K 0.01%
800
7 8
9
10 11