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
251
$9K 0.01%
+90
252
$9K 0.01%
+416
253
$9K 0.01%
+180
254
$9K 0.01%
+625
255
$9K 0.01%
+175
256
$9K 0.01%
+58
257
$8K 0.01%
+65
258
$8K 0.01%
+103
259
$8K 0.01%
+115
260
$8K 0.01%
+100
261
$8K 0.01%
+48
262
$7K 0.01%
+100
263
$7K 0.01%
+65
264
$7K 0.01%
+245
265
$7K 0.01%
+144
266
$7K 0.01%
+50
267
$6K ﹤0.01%
+100
268
$6K ﹤0.01%
+159
269
$6K ﹤0.01%
+40
270
$5K ﹤0.01%
+58
271
$5K ﹤0.01%
+323
272
$5K ﹤0.01%
+500
273
$5K ﹤0.01%
+100
274
$5K ﹤0.01%
+160
275
$5K ﹤0.01%
+200
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