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
$132M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$728K
3
+$450K
4
BA icon
Boeing
BA
+$303K
5
COST icon
Costco
COST
+$282K

Top Sells

1
+$485K
2
+$404K
3
+$250K
4
GPC icon
Genuine Parts
GPC
+$223K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$184K

Sector Composition

1 Financials 16.33%
2 Technology 15.25%
3 Healthcare 11.64%
4 Industrials 10.09%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 1.31%
7,960
-52
27
$1.71M 1.29%
34,592
+4,238
28
$1.69M 1.28%
30,762
+233
29
$1.66M 1.26%
27,240
-680
30
$1.65M 1.25%
27,459
-3,066
31
$1.6M 1.21%
12,500
-86
32
$1.6M 1.21%
31,666
-53
33
$1.56M 1.18%
29,073
-718
34
$1.51M 1.14%
52,838
+2,212
35
$1.47M 1.11%
7,104
+407
36
$1.36M 1.03%
90,882
+319
37
$1.31M 0.99%
5,301
38
$1.29M 0.98%
30,825
-643
39
$1.28M 0.97%
23,224
+2,018
40
$1.26M 0.96%
24,512
-556
41
$1.23M 0.93%
7,575
+18
42
$1.22M 0.93%
6,359
+40
43
$1.22M 0.93%
7,664
-2,532
44
$1.22M 0.92%
19,920
-640
45
$1.12M 0.85%
7,820
+9
46
$1.09M 0.82%
6,708
+57
47
$1.08M 0.82%
19,464
-351
48
$1.07M 0.81%
4,349
+74
49
$1.02M 0.77%
8,102
+73
50
$1.01M 0.77%
7,282
-17
1
2
3 4 5