LHC
Little House Capital Portfolio holdings
AUM $399M
1-Year Return
22.27%
This Quarter Return
+12.43%
1 Year Return
+22.27%
3 Year Return
+82.34%
5 Year Return
+142.05%
10 Year Return
–
AUM
$133M
AUM Growth
+$29.9M
(+29%)
Cap. Flow
+$17.5M
Cap. Flow
% of AUM
13.14%
Top 10 Holdings %
Top 10 Hldgs %
25.52%
Holding
297
New
200
Increased
63
Reduced
27
Closed
–
Top Buys
| 1 |
Walmart
WMT
|
+$461K |
| 2 |
UnitedHealth
UNH
|
+$457K |
| 3 |
Goldman Sachs
GS
|
+$454K |
| 4 |
Nike
NKE
|
+$400K |
| 5 |
Blackrock
BLK
|
+$388K |
Top Sells
| 1 |
Wells Fargo
WFC
|
+$538K |
| 2 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$345K |
| 3 |
IBM
IBM
|
+$126K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$121K |
| 5 |
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% |
