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
$135M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.44M
3
+$1.79M
4
TSM icon
TSMC
TSM
+$1.35M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.27M

Top Sells

1
+$2.52M
2
+$2.3M
3
+$1.85M
4
VTWG icon
Vanguard Russell 2000 Growth ETF
VTWG
+$1.74M
5
CVX icon
Chevron
CVX
+$1.5M

Sector Composition

1 Technology 23.52%
2 Healthcare 11.31%
3 Financials 11.21%
4 Consumer Discretionary 9.44%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.32%
6,552
-591
27
$1.78M 1.32%
6,824
-421
28
$1.74M 1.29%
10,346
-2,317
29
$1.71M 1.26%
15,962
+1,791
30
$1.69M 1.25%
7,337
-1,153
31
$1.67M 1.23%
6,340
-2,668
32
$1.65M 1.22%
19,872
-165
33
$1.63M 1.2%
74,895
+15,148
34
$1.59M 1.18%
11,276
-1,729
35
$1.46M 1.08%
21,417
+3,497
36
$1.43M 1.05%
38,777
-3,349
37
$1.41M 1.04%
8,578
-698
38
$1.39M 1.02%
45,723
+4,128
39
$1.35M 1%
+12,410
40
$1.26M 0.93%
9,074
+3,742
41
$1.24M 0.92%
22,649
-11,085
42
$1.24M 0.92%
5,784
-992
43
$1.2M 0.88%
7,857
+1,303
44
$1.12M 0.83%
9,577
-4,712
45
$1.1M 0.81%
1,527
-65
46
$1.08M 0.8%
11,647
+6,095
47
$1.07M 0.79%
10,037
+5,030
48
$1.04M 0.77%
+18,727
49
$1.03M 0.76%
8,532
-645
50
$1M 0.74%
3,766
+124
1
2
3 4 5