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LHP
Lexington Hill Partners Portfolio holdings
AUM
$206M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$206M
AUM Growth
+$29.6M
(+17%)
Holding
91
Top Buys
| 1 | +$10M | |
| 2 | +$6.28M | |
| 3 | +$2.49M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.77M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.48M |
Top Sells
| 1 | +$2.54M | |
| 2 | +$1.59M | |
| 3 | +$999K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$861K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$857K |
Sector Composition
| 1 | Technology | 6.07% |
| 2 | Financials | 5.52% |
| 3 | Consumer Staples | 2.91% |
| 4 | Consumer Discretionary | 1.72% |
| 5 | Communication Services | 1.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Kosmos Energy
KOS
$1.25B
| $42.2K | 0.02% |
20,000
|
|
||
77
Blend Labs
BLND
$412M
| $23.4K | 0.01% |
13,694
|
|
||
|
CHI
78
Calamos Convertible Opportunities and Income Fund
CHI
$1.08B
| – | – |
-22,497
|
|
||
79
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
| – | – |
-4,379
|
|
||
80
FedEx
FDX
$75.1B
| – | – |
-750
|
|
||
81
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.5B
| – | – |
-8,416
|
|
||
82
JPMorgan Equity Premium Income ETF
JEPI
$45.1B
| – | – |
-4,043
|
|
||
83
Mastercard
MA
$465B
| – | – |
-628
|
|
||
84
Netflix
NFLX
$309B
| – | – |
-2,794
|
|
||
85
State Street SPDR Dow Jones International Real Estate ETF
RWX
$275M
| – | – |
-12,436
|
|
||
86
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
| – | – |
-8,040
|
|
||
87
Tyson Foods
TSN
$20.4B
| – | – |
-3,400
|
|
||
88
Vanguard Real Estate ETF
VNQ
$37.7B
| – | – |
-9,557
|
|
||
89
Vanguard Mid-Cap ETF
VO
$106B
| – | – |
-13,912
|
|
||
90
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$508M
| – | – |
-14,410
|
|
||
91
ExxonMobil
XOM
$576B
| – | – |
-14,997
|
|