LHP
Lexington Hill Partners Portfolio holdings
AUM
$177M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$177M
AUM Growth
+$43.6M
(+33%)
Holding
80
Top Buys
| 1 | +$16.4M | |
| 2 | +$8.55M | |
| 3 | +$4.91M | |
| 4 |
Coca-Cola
KO
|
+$4.87M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.45M |
Top Sells
| 1 | +$1.5M | |
| 2 | +$438K | |
| 3 | +$297K | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$133K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$124K |
Sector Composition
| 1 | Technology | 5.53% |
| 2 | Financials | 5.15% |
| 3 | Consumer Staples | 3.51% |
| 4 | Energy | 1.61% |
| 5 | Consumer Discretionary | 1.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares MSCI USA Quality Factor ETF
QUAL
$52.1B
| $202K | 0.11% |
1,056
-540
|
|
||
77
Kosmos Energy
KOS
$1.58B
| $55.6K | 0.03% |
20,000
|
|
||
78
Blend Labs
BLND
$378M
| $23.3K | 0.01% |
13,694
|
|
||
79
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.5B
| – | – |
-3,248
|
|
||
80
Vanguard High Dividend Yield ETF
VYM
$78.1B
| – | – |
-3,050
|
|