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
$350M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$1.28M
3
+$1.23M
4
SO icon
Southern Company
SO
+$948K
5
CRH icon
CRH
CRH
+$824K

Top Sells

1
+$2.98M
2
+$2.57M
3
+$2.12M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.89M
5
DUK icon
Duke Energy
DUK
+$1.5M

Sector Composition

1 Technology 26.21%
2 Financials 10.74%
3 Communication Services 8.23%
4 Consumer Discretionary 6.91%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.92M 1.12%
33,842
-2,395
27
$3.76M 1.07%
11,892
-522
28
$3.68M 1.05%
18,626
+1,506
29
$3.14M 0.9%
3,428
+3
30
$2.89M 0.82%
8,634
+129
31
$2.88M 0.82%
19,911
-3,696
32
$2.8M 0.8%
3,625
-19
33
$2.71M 0.77%
18,704
-8,656
34
$2.65M 0.76%
7,299
-7
35
$2.65M 0.76%
6,802
-13
36
$2.59M 0.74%
31,536
+3,083
37
$2.56M 0.73%
2,876
+64
38
$2.52M 0.72%
80,133
+3,568
39
$2.51M 0.72%
46,407
+606
40
$2.44M 0.7%
10,620
-1,088
41
$2.41M 0.69%
24,231
-6,120
42
$2.23M 0.64%
11,717
-545
43
$2.12M 0.61%
9,646
-2,981
44
$2.11M 0.6%
4,646
+57
45
$2.11M 0.6%
17,009
+89
46
$1.99M 0.57%
9,845
-348
47
$1.98M 0.57%
11,836
+1,601
48
$1.91M 0.54%
4,734
+1,011
49
$1.82M 0.52%
15,782
-7,296
50
$1.82M 0.52%
15,025
+169
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