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
$302M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$4.49M
3
+$3.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.55M
5
DLR icon
Digital Realty Trust
DLR
+$2.44M

Top Sells

1
+$9.48M
2
+$6.71M
3
+$4.72M
4
SCHW icon
Charles Schwab
SCHW
+$3.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.63M

Sector Composition

1 Technology 23.18%
2 Financials 9.91%
3 Healthcare 8.69%
4 Communication Services 7.65%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.42M 1.13%
21,692
-4,128
27
$3.39M 1.12%
21,419
-2,009
28
$3.32M 1.1%
9,575
+156
29
$2.73M 0.9%
3,503
+988
30
$2.69M 0.89%
23,708
+8,809
31
$2.66M 0.88%
45,894
+5,042
32
$2.54M 0.84%
18,670
+2,345
33
$2.52M 0.83%
6,561
+57
34
$2.47M 0.82%
3,532
-1,049
35
$2.44M 0.81%
+16,909
36
$2.41M 0.8%
57,364
+22,642
37
$2.39M 0.79%
+74,210
38
$2.27M 0.75%
11,893
-929
39
$2.13M 0.7%
2,901
-412
40
$2.11M 0.7%
+22,852
41
$2.04M 0.68%
6,785
+2,088
42
$1.99M 0.66%
16,262
+11,954
43
$1.99M 0.66%
5,420
-1,648
44
$1.96M 0.65%
9,210
-1,085
45
$1.96M 0.65%
12,847
-689
46
$1.83M 0.61%
18,792
+15,558
47
$1.83M 0.61%
28,609
+23,592
48
$1.66M 0.55%
28,500
+1,500
49
$1.63M 0.54%
16,025
+7,111
50
$1.61M 0.53%
9,194
-1,155
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