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%
+900
227
$14K 0.01%
+188
228
$14K 0.01%
+122
229
$14K 0.01%
+275
230
$14K 0.01%
+200
231
$14K 0.01%
+101
232
$14K 0.01%
+100
233
$13K 0.01%
+169
234
$13K 0.01%
+190
235
$13K 0.01%
+1,200
236
$13K 0.01%
+125
237
$13K 0.01%
+728
238
$12K 0.01%
+240
239
$12K 0.01%
+50
240
$12K 0.01%
+71
241
$12K 0.01%
+120
242
$11K 0.01%
+600
243
$11K 0.01%
+100
244
$11K 0.01%
+210
245
$11K 0.01%
+350
246
$10K 0.01%
+200
247
$9K 0.01%
+58
248
$9K 0.01%
+175
249
$9K 0.01%
+625
250
$9K 0.01%
+180
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