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
$202M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$7.68M
2
+$7.53M
3
+$7.26M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.52M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.58M

Top Sells

1
+$8.03M
2
+$7.75M
3
+$4.98M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.62M

Sector Composition

1 Technology 17.35%
2 Healthcare 10.94%
3 Financials 7.86%
4 Consumer Staples 5.55%
5 Industrials 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 1.15%
41,660
+1,420
27
$2.31M 1.14%
16,391
-1,011
28
$2.27M 1.12%
4,663
+894
29
$2.27M 1.12%
6,601
-3,321
30
$2.24M 1.11%
8,490
+2,353
31
$2.17M 1.07%
8,115
+1,448
32
$2.12M 1.05%
42,088
+13,228
33
$2.03M 1.01%
9,216
+3,938
34
$2.03M 1%
3,685
-4
35
$1.89M 0.93%
102,514
-32,089
36
$1.87M 0.92%
7,105
-803
37
$1.83M 0.91%
15,536
+1,811
38
$1.71M 0.85%
6,110
+623
39
$1.66M 0.82%
10,598
+278
40
$1.52M 0.75%
52,722
+2,992
41
$1.41M 0.7%
8,550
+177
42
$1.41M 0.7%
12,051
+244
43
$1.41M 0.7%
+4,457
44
$1.39M 0.69%
95,430
-1,110
45
$1.31M 0.65%
33,127
-26,217
46
$1.29M 0.64%
5,402
+196
47
$1.28M 0.63%
3,390
+530
48
$1.24M 0.61%
6,864
+3,185
49
$1.2M 0.6%
15,738
+255
50
$1.14M 0.56%
17,886
-3,304
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