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
$185M
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.94M
3
+$2.84M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$2.73M
5
DIS icon
Walt Disney
DIS
+$2.65M

Top Sells

1
+$14.8M
2
+$11.3M
3
+$9.8M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$8.89M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.67M

Sector Composition

1 Technology 20.31%
2 Financials 10.94%
3 Healthcare 9.21%
4 Communication Services 8.18%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 1.14%
+14,531
27
$2.1M 1.14%
8,626
-3,185
28
$2.1M 1.13%
67,064
-183,815
29
$2.09M 1.13%
+6,459
30
$2.05M 1.11%
+6,968
31
$1.98M 1.07%
15,141
-13,189
32
$1.96M 1.06%
+22,730
33
$1.94M 1.05%
8,840
+7,808
34
$1.91M 1.03%
+17,067
35
$1.86M 1.01%
+15,490
36
$1.82M 0.98%
+12,973
37
$1.7M 0.92%
+78,301
38
$1.57M 0.85%
+32,307
39
$1.53M 0.83%
+18,107
40
$1.51M 0.82%
+18,141
41
$1.5M 0.81%
+46,403
42
$1.45M 0.78%
7,521
-1,147
43
$1.45M 0.78%
10,708
+6,079
44
$1.4M 0.76%
+12,905
45
$1.35M 0.73%
+9,420
46
$1.34M 0.72%
+3,536
47
$1.29M 0.7%
4,051
-15,089
48
$1.26M 0.68%
63,080
-52,120
49
$1.25M 0.67%
9,960
+3,620
50
$1.24M 0.67%
15,972
-27,879
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