LHC

Little House Capital Portfolio holdings

AUM $399M
1-Year Est. Return 22.27%
This Quarter Est. Return
1 Year Est. Return
+22.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.2M
3
+$8.89M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.67M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$8.63M

Top Sells

1
+$2.58M
2
+$2.45M
3
+$2.44M
4
WM icon
Waste Management
WM
+$2.29M
5
DIS icon
Walt Disney
DIS
+$2.24M

Sector Composition

1 Technology 15.18%
2 Financials 10.31%
3 Healthcare 6.14%
4 Consumer Discretionary 5.08%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 1.36%
84,705
+18,300
27
$3.76M 1.33%
+28,933
28
$3.71M 1.31%
+13,040
29
$3.68M 1.3%
+28,330
30
$3.41M 1.2%
+96,159
31
$3.28M 1.16%
+16,063
32
$3.23M 1.14%
43,851
+38,621
33
$3.19M 1.13%
30,390
+27,792
34
$3.15M 1.11%
+64,185
35
$3.01M 1.07%
53,699
+17,406
36
$2.97M 1.05%
57,429
+51,882
37
$2.94M 1.04%
11,811
+4,474
38
$2.83M 1%
23,920
+14,343
39
$2.71M 0.96%
+58,370
40
$2.7M 0.95%
+50,397
41
$2.67M 0.94%
+49,939
42
$2.54M 0.9%
+16,085
43
$2.54M 0.9%
11,997
+1,539
44
$2.36M 0.83%
6,339
+267
45
$2.35M 0.83%
+8,079
46
$2.22M 0.79%
+8,418
47
$2.14M 0.76%
10,098
+7,131
48
$2.11M 0.75%
+10,499
49
$2.11M 0.75%
+18,410
50
$2.07M 0.73%
+12,529
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