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
$243M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$2.02M
3
+$1.85M
4
EMR icon
Emerson Electric
EMR
+$1.72M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.58M

Top Sells

1
+$3.25M
2
+$2.69M
3
+$2.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.97M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.66M

Sector Composition

1 Technology 20.64%
2 Financials 9.46%
3 Healthcare 9.22%
4 Consumer Discretionary 6.09%
5 Communication Services 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 1.11%
62,300
+1,250
27
$2.52M 1.03%
8,198
+456
28
$2.51M 1.03%
23,694
+19,113
29
$2.26M 0.93%
4,463
+502
30
$2.23M 0.92%
43,214
+8,792
31
$2.13M 0.87%
25,590
-2,800
32
$2.08M 0.85%
12,261
+4,551
33
$2.05M 0.84%
17,434
+4,547
34
$2.05M 0.84%
4,464
+289
35
$1.93M 0.79%
6,417
-26
36
$1.84M 0.75%
13,089
+778
37
$1.78M 0.73%
6,617
-106
38
$1.72M 0.7%
+17,766
39
$1.7M 0.7%
6,217
+1,537
40
$1.69M 0.69%
11,083
-3,419
41
$1.68M 0.69%
37,960
+14,177
42
$1.66M 0.68%
3,886
-307
43
$1.64M 0.67%
28,561
+12,527
44
$1.6M 0.66%
5,293
-241
45
$1.58M 0.65%
+17,234
46
$1.46M 0.6%
5,824
-582
47
$1.41M 0.58%
42,462
+29,783
48
$1.4M 0.58%
16,151
+4,109
49
$1.39M 0.57%
7,274
-120
50
$1.36M 0.56%
5,147
+300
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2
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