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West Hills Core Fund | LEBOXMutual Fund | |
| West Hills Core Fund | |
| Last update 2025-02-21 | 2 Stocks (0 new) |
| Value $8.00 Mil | Turnover 0 % |
West Hills Core Fund Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 13,679 | 8,017.0 | -6.49% | 99.930 | -6.68% | 0.000 | -7.58% | -5.10% | 576,157.1 | ||
SPY
PUT
| SPDR S&P 500 ETF Trust | 0 | 5.8 | 0% | 0.070 | 0% | 0.000 | -7.58% | -5.10% | 576,157.1 |
West Hills Core Fund's Historical Top Holdings Breakdowns
West Hills Core Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2024-12-31 | Reduce | -6.68% | 567.8 ($589.49) 607.81 | $554.54 | -5.93% | Reduce -6.49% | 13,679 | -950 | |
SPY | SPDR S&P 500 ETF Trust | 2024-09-30 | Reduce | -1.59% | 517.38 ($552.93) 573.76 | $554.54 | 0.29% | Reduce -1.59% | 14,629 | -237 | |
SPY | S&P 500 ETF TRUST ETF | 2024-06-30 | Add | +0.81% | 495.16 ($523.39) 548.49 | $554.54 | 5.95% | Add 0.82% | 14,866 | 121 | |
SPY | S&P 500 ETF TRUST ETF | 2024-03-31 | Reduce | -4.22% | 467.28 ($497.86) 523.17 | $554.54 | 11.38% | Reduce -4.22% | 14,745 | -650 | |
SPY | S&P 500 ETF TRUST ETF | 2023-12-31 | Reduce | -4.47% | 410.68 ($445.46) 476.69 | $554.54 | 24.49% | Reduce -4.47% | 15,395 | -720 | |
SPY | S&P 500 ETF TRUST ETF | 2023-09-30 | Add | +0.87% | 425.88 ($444.77) 457.79 | $554.54 | 24.68% | Add 0.88% | 16,115 | 140 |
West Hills Core Fund Total Holding History ($B)
West Hills Core Fund's Asset Allocation
West Hills Core Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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West Hills Core Fund's Hypothetical Growth since 2024-12-31
West Hills Core Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
West Hills Core Fund's Holdings Heat Map
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West Hills Core Fund's Holdings Bubble Chart
West Hills Core Fund News
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