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
$109M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.69M
3
+$1.46M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.28M
5
RTX icon
RTX Corp
RTX
+$1.1M

Top Sells

1
+$1.26M
2
+$1.02M
3
+$959K
4
CAT icon
Caterpillar
CAT
+$947K
5
NVS icon
Novartis
NVS
+$687K

Sector Composition

1 Technology 22.91%
2 Financials 12.43%
3 Healthcare 11.63%
4 Consumer Discretionary 9.2%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.43%
7,974
-1,548
27
$1.51M 1.39%
33,821
-10,715
28
$1.5M 1.38%
6,600
-316
29
$1.46M 1.34%
+9,686
30
$1.39M 1.28%
12,525
-1,800
31
$1.31M 1.21%
14,269
-3,515
32
$1.29M 1.19%
13,127
-1,420
33
$1.28M 1.18%
+16,262
34
$1.28M 1.18%
27,545
-12,140
35
$1.28M 1.18%
41,410
-3,576
36
$1.28M 1.18%
56,204
-3,608
37
$1.25M 1.15%
17,580
+1,340
38
$1.25M 1.15%
6,752
-1,951
39
$1.17M 1.08%
9,248
-854
40
$1.15M 1.05%
17,633
-1,750
41
$1.1M 1.02%
+17,942
42
$1.06M 0.98%
+62,165
43
$1.05M 0.97%
9,135
-39
44
$1.01M 0.93%
13,703
+5,624
45
$980K 0.9%
41,275
-2,315
46
$958K 0.88%
+43,073
47
$898K 0.83%
3,588
+282
48
$877K 0.81%
16,052
+3,034
49
$851K 0.78%
1,565
-569
50
$808K 0.74%
5,595
+2,864
1
2
3 4 5