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
$189M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.85M
3
+$1.18M
4
COP icon
ConocoPhillips
COP
+$761K
5
AXP icon
American Express
AXP
+$744K

Top Sells

1
+$1.21M
2
+$1.16M
3
+$621K
4
VZ icon
Verizon
VZ
+$588K
5
BABA icon
Alibaba
BABA
+$573K

Sector Composition

1 Technology 22.85%
2 Healthcare 9.71%
3 Financials 9.54%
4 Consumer Discretionary 8.05%
5 Communication Services 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.09%
5,730
27
$1.97M 1.04%
15,270
+257
28
$1.96M 1.04%
22,944
+291
29
$1.96M 1.04%
37,721
-11,318
30
$1.87M 0.99%
11,446
+4,549
31
$1.87M 0.99%
18,104
+460
32
$1.87M 0.99%
11,193
+81
33
$1.85M 0.98%
11,337
+620
34
$1.85M 0.98%
+4,649
35
$1.83M 0.97%
46,785
-15,845
36
$1.72M 0.91%
4,149
+68
37
$1.68M 0.89%
8,057
+261
38
$1.65M 0.87%
18,575
+789
39
$1.61M 0.85%
8,572
+214
40
$1.52M 0.8%
4,048
+811
41
$1.48M 0.78%
46,556
+1,675
42
$1.47M 0.78%
20,346
+10,534
43
$1.43M 0.75%
9,860
-100
44
$1.4M 0.74%
13,028
+188
45
$1.33M 0.7%
4,960
+167
46
$1.32M 0.7%
3,735
+954
47
$1.28M 0.68%
43,530
-10,180
48
$1.25M 0.66%
4,285
+241
49
$1.25M 0.66%
14,294
+1,042
50
$1.21M 0.64%
20,500
+210
1
2
3 4 5