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
$349M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.28M
3
+$3.17M
4
AAPL icon
Apple
AAPL
+$3.04M
5
RTX icon
RTX Corp
RTX
+$1.72M

Top Sells

1
+$4.76M
2
+$4.68M
3
+$1.89M
4
HLT icon
Hilton Worldwide
HLT
+$1.22M
5
JPM icon
JPMorgan Chase
JPM
+$1.15M

Sector Composition

1 Technology 26.16%
2 Financials 9.55%
3 Healthcare 8.47%
4 Communication Services 7.99%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.43M 1.27%
27,360
+4,523
27
$4.39M 1.26%
36,237
+14,223
28
$3.48M 1%
23,607
-2,028
29
$3.45M 0.99%
30,351
+1,399
30
$3.41M 0.98%
12,414
-749
31
$3.25M 0.93%
11,708
-2,068
32
$3.23M 0.93%
3,644
-5
33
$3.04M 0.87%
3,425
+381
34
$2.98M 0.86%
54,584
+1,937
35
$2.97M 0.85%
17,120
-1,993
36
$2.86M 0.82%
7,306
+123
37
$2.79M 0.8%
12,627
-405
38
$2.76M 0.79%
6,815
+68
39
$2.74M 0.78%
23,078
+4,513
40
$2.57M 0.74%
30,364
+615
41
$2.54M 0.73%
76,565
-1,041
42
$2.37M 0.68%
28,453
+245
43
$2.36M 0.68%
7,313
-357
44
$2.33M 0.67%
8,505
+890
45
$2.14M 0.61%
47,562
+3,499
46
$2.12M 0.61%
12,458
+923
47
$2.12M 0.61%
10,193
+949
48
$2.09M 0.6%
45,801
+12,159
49
$2.05M 0.59%
12,262
50
$1.99M 0.57%
28,120
+3,490
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