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
$120M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$272K
2
+$256K
3
+$240K
4
AMD icon
Advanced Micro Devices
AMD
+$226K
5
XYZ
Block Inc
XYZ
+$219K

Top Sells

1
+$250K
2
+$239K
3
+$231K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$212K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$150K

Sector Composition

1 Technology 23.42%
2 Financials 12.21%
3 Healthcare 11.64%
4 Consumer Discretionary 9.95%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 1.36%
20,037
-177
27
$1.63M 1.36%
13,005
-122
28
$1.58M 1.31%
9,774
+88
29
$1.56M 1.3%
8,073
+99
30
$1.49M 1.24%
6,776
+24
31
$1.48M 1.23%
14,289
+20
32
$1.47M 1.22%
20,431
+481
33
$1.47M 1.22%
42,126
+716
34
$1.43M 1.19%
27,586
+541
35
$1.42M 1.18%
16,476
+214
36
$1.39M 1.16%
19,000
+1,420
37
$1.32M 1.1%
9,276
+28
38
$1.3M 1.08%
71,747
+9,582
39
$1.29M 1.07%
59,747
+3,543
40
$1.22M 1.01%
14,171
+468
41
$1.08M 0.9%
27,383
-162
42
$1.07M 0.89%
18,625
+683
43
$1.07M 0.89%
9,177
+42
44
$1.05M 0.87%
17,920
+287
45
$1.04M 0.86%
48,092
+5,019
46
$1.03M 0.86%
16,588
+536
47
$1.01M 0.84%
3,642
+54
48
$1M 0.83%
41,595
+320
49
$970K 0.81%
5,894
+299
50
$897K 0.75%
1,592
+27
1
2
3 4