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
$171M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$959K
3
+$699K
4
DE icon
Deere & Co
DE
+$618K
5
BABA icon
Alibaba
BABA
+$573K

Top Sells

1
+$2.34M
2
+$2.29M
3
+$2.11M
4
BWA icon
BorgWarner
BWA
+$1.04M
5
ATVI
Activision Blizzard
ATVI
+$982K

Sector Composition

1 Technology 20.3%
2 Financials 10.71%
3 Healthcare 9.52%
4 Communication Services 7.75%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.18%
23,487
-4,724
27
$2.02M 1.18%
6,306
-662
28
$1.99M 1.17%
5,730
-72
29
$1.95M 1.15%
15,013
-128
30
$1.95M 1.14%
22,653
-77
31
$1.66M 0.97%
11,112
-1,861
32
$1.66M 0.97%
7,796
-1,044
33
$1.61M 0.94%
8,358
+837
34
$1.5M 0.88%
10,717
+9
35
$1.5M 0.88%
17,644
-497
36
$1.44M 0.85%
17,786
-321
37
$1.44M 0.84%
6,462
-2,680
38
$1.44M 0.84%
6,764
-1,862
39
$1.43M 0.84%
44,881
-1,522
40
$1.39M 0.81%
12,840
-65
41
$1.34M 0.79%
4,081
+30
42
$1.33M 0.78%
9,960
43
$1.18M 0.69%
15,651
-321
44
$1.16M 0.68%
4,467
+402
45
$1.16M 0.68%
4,793
-90
46
$1.16M 0.68%
6,897
+506
47
$1.16M 0.68%
13,252
+130
48
$1.14M 0.67%
3,297
-239
49
$1.11M 0.65%
53,710
-9,370
50
$1.09M 0.64%
4,044
-251
1
2
3 4 5