LFS
Littlejohn Financial Services Portfolio holdings
AUM
$136M
1-Year Est. Return
10.78%
This Fund
S&P 500
1 Year Est. Return
+10.78%
AUM
$136M
AUM Growth
-$1.45M
(-1.1%)
Holding
68
Top Buys
| 1 | +$2.76M | |
| 2 | +$1.51M | |
| 3 | +$1.38M | |
| 4 |
ETHA
iShares Ethereum Trust ETF
ETHA
|
+$1.17M |
| 5 |
DraftKings
DKNG
|
+$981K |
Top Sells
| 1 | +$2.55M | |
| 2 | +$2.49M | |
| 3 | +$1.58M | |
| 4 |
Super Micro Computer
SMCI
|
+$1.16M |
| 5 |
Copart
CPRT
|
+$1.1M |
Sector Composition
| 1 | Technology | 11.68% |
| 2 | Healthcare | 4.52% |
| 3 | Consumer Discretionary | 4.38% |
| 4 | Industrials | 3.58% |
| 5 | Energy | 2.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.48T
| $344K | 0.25% |
766
-74
|
|
||
52
Vanguard S&P 500 ETF
VOO
$850B
| $326K | 0.24% |
520
+14
|
|
||
53
Boeing
BA
$168B
| $292K | 0.22% |
1,346
-1
|
|
||
54
Meta Platforms (Facebook)
META
$1.59T
| $264K | 0.19% |
400
+6
|
|
||
55
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$44.5B
| $230K | 0.17% |
2,512
-1,522
|
|
||
56
Netflix
NFLX
$402B
| $221K | 0.16% |
2,360
-320
|
|
||
57
iShares Russell 1000 ETF
IWB
$45.1B
| $217K | 0.16% |
581
|
|
||
|
XRPI
58
Volatility Shares Trust XRP ETF
XRPI
$123M
| $108K | 0.08% |
+10,184
|
|
||
|
59
Copart
CPRT
$32.6B
| – | – |
-24,466
|
|
||
60
Duolingo
DUOL
$4.79B
| – | – |
-1,431
|
|
||
61
Home Depot
HD
$341B
| – | – |
-516
|
|
||
|
IBHE
62
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
| – | – |
-12,316
|
|
||
63
Strategy Inc
MSTR
$49.2B
| – | – |
-800
|
|
||
64
Old Dominion Freight Line
ODFL
$38B
| – | – |
-7,424
|
|
||
65
PepsiCo
PEP
$216B
| – | – |
-18,174
|
|
||
66
Procter & Gamble
PG
$354B
| – | – |
-16,234
|
|
||
67
SLB Ltd
SLB
$67.5B
| – | – |
-45,834
|
|
||
|
68
Super Micro Computer
SMCI
$19.1B
| – | – |
-24,230
|
|