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
$212M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.48M
3
+$1.78M
4
TSM icon
TSMC
TSM
+$1.44M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.36M

Top Sells

1
+$7.98M
2
+$2.27M
3
+$2.03M
4
COP icon
ConocoPhillips
COP
+$1.83M
5
AES icon
AES
AES
+$1.52M

Sector Composition

1 Technology 19.55%
2 Financials 9.09%
3 Healthcare 8.9%
4 Consumer Discretionary 6.74%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 1.15%
23,008
-6,300
27
$2.2M 1.04%
34,280
-7,380
28
$2.13M 1%
110,667
+8,153
29
$2.12M 1%
23,330
-3,680
30
$2.07M 0.98%
12,697
+2,099
31
$2.07M 0.97%
74,390
-21,040
32
$1.99M 0.94%
3,448
-237
33
$1.89M 0.89%
15,392
+3,341
34
$1.85M 0.87%
9,935
+1,385
35
$1.7M 0.8%
43,758
+10,631
36
$1.58M 0.74%
12,063
-4,328
37
$1.56M 0.74%
5,595
-2,895
38
$1.51M 0.71%
27,542
-14,546
39
$1.44M 0.68%
+15,467
40
$1.38M 0.65%
4,564
-1,546
41
$1.36M 0.64%
12,441
+4,292
42
$1.36M 0.64%
6,409
-120
43
$1.31M 0.62%
6,326
-517
44
$1.31M 0.62%
38,300
+17,450
45
$1.28M 0.6%
3,205
-185
46
$1.26M 0.59%
17,252
+545
47
$1.25M 0.59%
3,043
-19,486
48
$1.22M 0.57%
5,035
-2,070
49
$1.21M 0.57%
54,431
+15,751
50
$1.21M 0.57%
8,152
-8,855
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