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
26
$1.65M 1.23%
27,851
+1,511
27
$1.61M 1.21%
19,224
+1,039
28
$1.6M 1.2%
29,627
+3,100
29
$1.59M 1.19%
30,135
+2,426
30
$1.53M 1.15%
31,652
-11,137
31
$1.46M 1.1%
12,493
-183
32
$1.42M 1.07%
30,151
+2,733
33
$1.42M 1.06%
15,518
+1,078
34
$1.33M 1%
31,197
+465
35
$1.33M 0.99%
93,583
+10,660
36
$1.29M 0.97%
24,127
+1,887
37
$1.25M 0.94%
7,476
-86
38
$1.23M 0.92%
5,065
39
$1.21M 0.91%
10,164
+760
40
$1.2M 0.9%
4,221
+684
41
$1.19M 0.89%
6,840
+866
42
$1.18M 0.88%
6,134
+2,366
43
$1.15M 0.86%
19,620
+860
44
$1.15M 0.86%
8,030
-2,416
45
$1.1M 0.82%
46,419
+5,721
46
$1.07M 0.8%
6,825
+1,932
47
$1.05M 0.78%
19,503
+1,979
48
$1.05M 0.78%
5,950
+386
49
$1.04M 0.78%
7,696
+1,551
50
$1.04M 0.78%
6,482
+29
1
2
3 4 5