LHC

Little House Capital Portfolio holdings

AUM $399M
1-Year Est. Return 22.27%
This Quarter Est. Return
1 Year Est. Return
+22.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.24M
3
+$3.02M
4
AMZN icon
Amazon
AMZN
+$2.99M
5
MA icon
Mastercard
MA
+$2.83M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.95%
2 Technology 12.99%
3 Healthcare 12.9%
4 Industrials 10.01%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 1.37%
+7,297
27
$1.36M 1.31%
+18,185
28
$1.32M 1.27%
+14,440
29
$1.3M 1.25%
+27,418
30
$1.28M 1.23%
+30,732
31
$1.25M 1.21%
+10,446
32
$1.23M 1.18%
+16,504
33
$1.2M 1.16%
+12,598
34
$1.16M 1.12%
+12,676
35
$1.15M 1.11%
+26,527
36
$1.11M 1.07%
+5,065
37
$1.09M 1.05%
+82,923
38
$1.04M 1.01%
+7,562
39
$1.04M 1.01%
+22,240
40
$962K 0.93%
+18,760
41
$952K 0.92%
+5,974
42
$928K 0.9%
+6,221
43
$914K 0.88%
+7,524
44
$889K 0.86%
+3,537
45
$883K 0.85%
+23,440
46
$877K 0.85%
+40,698
47
$843K 0.81%
+18,842
48
$842K 0.81%
+9,404
49
$822K 0.79%
+6,453
50
$814K 0.79%
+7,492
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