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
$186M
AUM Growth
-$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$5.58M
3
+$3.93M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.42M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$2.57M

Top Sells

1
+$2.88M
2
+$2.69M
3
+$2.67M
4
CMDY icon
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
+$2.27M
5
AXP icon
American Express
AXP
+$2.14M

Sector Composition

1 Technology 18.9%
2 Healthcare 10.51%
3 Financials 7.6%
4 Communication Services 7.03%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 1.21%
15,650
+2,444
27
$2.13M 1.14%
22,175
+3,805
28
$2.1M 1.13%
14,512
-1,146
29
$1.99M 1.07%
14,057
+2,414
30
$1.83M 0.99%
4,266
-16
31
$1.83M 0.98%
37,630
+22,380
32
$1.79M 0.96%
3,290
+808
33
$1.78M 0.96%
7,321
+1,006
34
$1.67M 0.9%
6,019
+726
35
$1.64M 0.88%
5,239
+1,228
36
$1.63M 0.88%
31,557
+3,306
37
$1.62M 0.87%
+22,399
38
$1.61M 0.87%
+49,067
39
$1.53M 0.82%
9,973
-116
40
$1.45M 0.78%
7,956
+727
41
$1.35M 0.73%
89,320
+29,120
42
$1.25M 0.67%
19,906
-544
43
$1.18M 0.63%
7,674
-94
44
$1.17M 0.63%
4,754
+755
45
$1.15M 0.62%
14,212
+5,125
46
$1.11M 0.6%
12,350
-4,897
47
$1.06M 0.57%
9,740
48
$1.06M 0.57%
8,921
+1,996
49
$1.06M 0.57%
6,573
-1,574
50
$991K 0.53%
4,716
+69
1
2
3 4 5