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
276
$5K ﹤0.01%
+58
277
$4K ﹤0.01%
+11
278
$4K ﹤0.01%
+75
279
$4K ﹤0.01%
+150
280
$4K ﹤0.01%
+75
281
$4K ﹤0.01%
+127
282
$3K ﹤0.01%
+80
283
$2K ﹤0.01%
+50
284
$2K ﹤0.01%
+120
285
$2K ﹤0.01%
+52
286
$2K ﹤0.01%
+150
287
$1K ﹤0.01%
+120
288
$1K ﹤0.01%
+30
289
$0 ﹤0.01%
+1
290
$0 ﹤0.01%
+30
291
$0 ﹤0.01%
+32
292
$0 ﹤0.01%
+4
293
$0 ﹤0.01%
+5
294
$0 ﹤0.01%
+8
295
$0 ﹤0.01%
+34
296
$0 ﹤0.01%
+13
297
$0 ﹤0.01%
+2
8 9 10 11
12