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
$188M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$956K
2
+$876K
3
+$727K
4
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$717K
5
MSFT icon
Microsoft
MSFT
+$704K

Top Sells

1
+$1.62M
2
+$1.61M
3
+$1.06M
4
QCOM icon
Qualcomm
QCOM
+$577K
5
NFLX icon
Netflix
NFLX
+$399K

Sector Composition

1 Technology 18.21%
2 Healthcare 10.55%
3 Financials 7.54%
4 Communication Services 6%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.14%
14,857
+345
27
$2.09M 1.11%
24,141
+1,966
28
$2.07M 1.1%
17,402
+3,345
29
$2.06M 1.1%
134,603
+7,010
30
$1.87M 1%
3,689
+399
31
$1.79M 0.95%
40,240
+2,610
32
$1.78M 0.95%
7,908
+587
33
$1.72M 0.91%
6,667
+648
34
$1.65M 0.88%
10,320
+347
35
$1.61M 0.86%
5,487
+248
36
$1.46M 0.78%
3,769
-497
37
$1.42M 0.75%
6,137
+1,383
38
$1.41M 0.75%
13,725
+1,375
39
$1.4M 0.74%
8,635
+679
40
$1.3M 0.69%
8,373
+699
41
$1.27M 0.68%
28,860
-2,697
42
$1.24M 0.66%
4,677
+642
43
$1.19M 0.63%
21,190
+1,284
44
$1.18M 0.63%
5,206
+490
45
$1.17M 0.62%
96,540
+7,220
46
$1.12M 0.6%
49,730
+2,802
47
$1.07M 0.57%
9,674
+1,349
48
$1.06M 0.56%
15,483
+1,271
49
$1.04M 0.55%
11,898
+1,367
50
$1.01M 0.54%
10,521
+781
1
2
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