LHC

Little House Capital Portfolio holdings

AUM $435M
1-Year Est. Return 25.59%
This Quarter Est. Return
1 Year Est. Return
+25.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$461K
2
+$457K
3
+$454K
4
NKE icon
Nike
NKE
+$400K
5
BLK icon
Blackrock
BLK
+$388K

Top Sells

1
+$538K
2
+$345K
3
+$126K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$121K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$110K

Sector Composition

1 Financials 15.16%
2 Technology 13.83%
3 Healthcare 11.72%
4 Industrials 10.77%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15K 0.01%
+169
227
$14K 0.01%
+100
228
$14K 0.01%
+101
229
$14K 0.01%
+200
230
$14K 0.01%
+275
231
$14K 0.01%
+122
232
$14K 0.01%
+188
233
$13K 0.01%
+728
234
$13K 0.01%
+125
235
$13K 0.01%
+1,200
236
$13K 0.01%
+190
237
$13K 0.01%
+169
238
$12K 0.01%
+120
239
$12K 0.01%
+71
240
$12K 0.01%
+50
241
$12K 0.01%
+240
242
$11K 0.01%
+350
243
$11K 0.01%
+210
244
$11K 0.01%
+100
245
$11K 0.01%
+600
246
$10K 0.01%
+200
247
$9K 0.01%
10,000
248
$9K 0.01%
+99
249
$9K 0.01%
+510
250
$9K 0.01%
+195
8 9
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