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
$274M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.32M
3
+$973K
4
AAPL icon
Apple
AAPL
+$788K
5
PANW icon
Palo Alto Networks
PANW
+$769K

Top Sells

1
+$1.58M
2
+$1.43M
3
+$1.09M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.07M
5
DHR icon
Danaher
DHR
+$812K

Sector Composition

1 Technology 23.13%
2 Financials 9.83%
3 Healthcare 8.71%
4 Consumer Discretionary 6.7%
5 Communication Services 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 1.19%
8,424
-65
27
$3.05M 1.11%
27,943
+28
28
$3M 1.09%
60,500
-1,800
29
$2.92M 1.07%
8,252
+1,835
30
$2.81M 1.02%
12,133
-3,509
31
$2.73M 1%
25,913
+2,219
32
$2.66M 0.97%
4,581
+117
33
$2.44M 0.89%
4,590
+127
34
$2.25M 0.82%
6,504
+1,211
35
$2.24M 0.82%
8,608
+1,334
36
$2.24M 0.82%
40,852
-2,362
37
$2.19M 0.8%
3,313
+1,014
38
$2.1M 0.76%
12,822
-267
39
$2.09M 0.76%
7,068
+851
40
$2.07M 0.76%
7,190
+573
41
$1.93M 0.7%
7,843
+1,432
42
$1.91M 0.7%
13,536
+4,395
43
$1.84M 0.67%
10,295
-788
44
$1.76M 0.64%
10,349
-1,912
45
$1.72M 0.63%
17,252
-182
46
$1.7M 0.62%
16,325
+174
47
$1.52M 0.56%
5,133
-14
48
$1.51M 0.55%
15,589
+6,194
49
$1.47M 0.54%
7,424
+252
50
$1.47M 0.54%
33,616
-4,344
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2
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