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
$195M
AUM Growth
+$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.9M
3
+$3.88M
4
SMMD icon
iShares Russell 2500 ETF
SMMD
+$3.45M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.88M

Top Sells

1
+$4.96M
2
+$2.82M
3
+$2.81M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.15M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.97M

Sector Composition

1 Technology 21.18%
2 Financials 10.42%
3 Healthcare 10.03%
4 Consumer Discretionary 6.89%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 1.1%
11,456
+10
27
$2.03M 1.04%
7,804
+3,519
28
$2.02M 1.03%
13,206
+1,869
29
$1.99M 1.02%
+28,790
30
$1.89M 0.97%
4,282
+1,894
31
$1.83M 0.94%
18,370
-205
32
$1.81M 0.93%
8,147
+772
33
$1.8M 0.92%
5,025
+1,290
34
$1.8M 0.92%
28,251
+10,979
35
$1.78M 0.91%
5,293
-1,147
36
$1.75M 0.9%
21,379
+5,756
37
$1.73M 0.88%
17,247
-3,099
38
$1.69M 0.87%
20,462
+6,168
39
$1.64M 0.84%
60,200
+16,670
40
$1.6M 0.82%
10,089
-1,104
41
$1.56M 0.8%
4,011
-37
42
$1.55M 0.79%
7,229
+3,624
43
$1.53M 0.78%
6,315
+1,459
44
$1.51M 0.77%
11,643
+6,768
45
$1.47M 0.75%
10,738
+5,524
46
$1.47M 0.75%
2,482
+797
47
$1.45M 0.74%
14,359
-3,745
48
$1.43M 0.73%
7,768
-804
49
$1.38M 0.7%
8,996
+4,121
50
$1.36M 0.7%
9,740
-120
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