LHC

Little House Capital Portfolio holdings

AUM $398M
1-Year Est. Return 25.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.74%
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
+$471K
2
+$458K
3
+$456K
4
NKE icon
Nike
NKE
+$391K
5
BLK icon
Blackrock
BLK
+$381K

Top Sells

1
+$548K
2
+$325K
3
+$119K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$115K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$108K

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