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
$150K
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$201
2
+$194
3
+$176
4
MSFT icon
Microsoft
MSFT
+$166
5
PSA icon
Public Storage
PSA
+$150

Top Sells

1
+$2.52M
2
+$1.19M
3
+$925K
4
DD icon
DuPont de Nemours
DD
+$275K
5
LNG icon
Cheniere Energy
LNG
+$275K

Sector Composition

1 Healthcare 20.18%
2 Technology 13.58%
3 Financials 12.59%
4 Industrials 8.49%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66K 1.11%
30,529
+378
27
$1.63K 1.09%
15,922
+404
28
$1.6K 1.07%
28,605
+754
29
$1.59K 1.06%
29,791
-344
30
$1.58K 1.06%
27,920
-1,440
31
$1.57K 1.05%
8,946
+211
32
$1.56K 1.04%
12,586
+93
33
$1.5K 1%
31,719
+67
34
$1.47K 0.98%
6,697
+563
35
$1.43K 0.95%
10,196
+32
36
$1.34K 0.89%
31,468
+271
37
$1.33K 0.89%
90,563
-3,020
38
$1.3K 0.87%
25,068
+941
39
$1.28K 0.86%
7,557
+81
40
$1.28K 0.85%
5,301
+236
41
$1.25K 0.83%
50,626
+4,207
42
$1.23K 0.82%
6,319
+369
43
$1.22K 0.82%
21,206
+1,703
44
$1.16K 0.77%
20,560
+940
45
$1.12K 0.75%
8,029
+333
46
$1.08K 0.72%
6,651
+169
47
$1.05K 0.7%
19,815
+918
48
$1.05K 0.7%
6,868
-1,162
49
$1.05K 0.7%
34,810
+2,860
50
$1.04K 0.7%
4,275
+613
1
2
3 4 5