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
$320M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.98M
3
+$1.98M
4
AMZN icon
Amazon
AMZN
+$1.88M
5
DELL icon
Dell
DELL
+$1.75M

Top Sells

1
+$2.53M
2
+$2.11M
3
+$1.4M
4
PCAR icon
PACCAR
PCAR
+$1.34M
5
TSLA icon
Tesla
TSLA
+$1.22M

Sector Composition

1 Technology 25.88%
2 Financials 9.75%
3 Healthcare 8.34%
4 Communication Services 8.26%
5 Consumer Discretionary 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.44M 1.08%
13,776
-1,134
27
$3.34M 1.04%
22,837
+1,418
28
$3.32M 1.04%
19,113
+443
29
$3.3M 1.03%
3,649
+146
30
$3.2M 1%
21,022
+4,113
31
$2.89M 0.9%
3,509
-23
32
$2.79M 0.87%
52,647
+6,753
33
$2.66M 0.83%
24,119
+411
34
$2.59M 0.81%
3,044
+143
35
$2.56M 0.8%
18,565
+12,707
36
$2.45M 0.77%
77,606
+3,396
37
$2.4M 0.75%
7,670
+2,214
38
$2.39M 0.75%
7,183
+1,763
39
$2.32M 0.73%
6,747
+186
40
$2.3M 0.72%
28,208
+24,310
41
$2.25M 0.7%
13,032
+1,139
42
$2.25M 0.7%
12,262
-585
43
$2.21M 0.69%
22,014
+3,222
44
$2.11M 0.66%
29,749
+1,140
45
$1.97M 0.62%
9,244
+34
46
$1.96M 0.61%
7,615
+830
47
$1.9M 0.6%
11,535
+2,341
48
$1.89M 0.59%
13,845
+3,817
49
$1.84M 0.58%
29,436
+936
50
$1.82M 0.57%
44,063
-13,301
1
2
3 4 5