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
$364M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.73M
3
+$3.79M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.62M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$3.6M

Top Sells

1
+$12.1M
2
+$7.83M
3
+$3.59M
4
DLR icon
Digital Realty Trust
DLR
+$2.83M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.52M

Sector Composition

1 Technology 21.53%
2 Financials 11.42%
3 Healthcare 7.04%
4 Communication Services 6.91%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.62M 1.27%
46,754
-19,581
27
$4.34M 1.19%
7,758
-13,993
28
$4.16M 1.14%
11,863
-29
29
$4.04M 1.11%
4,891
+1,266
30
$3.81M 1.05%
4,030
+602
31
$3.6M 0.99%
+62,918
32
$3.55M 0.98%
25,425
-7,367
33
$3.29M 0.9%
14,200
+4,355
34
$3.06M 0.84%
6,307
+1,573
35
$3.02M 0.83%
5,773
-6,856
36
$2.98M 0.82%
17,492
+5,656
37
$2.87M 0.79%
17,269
-1,357
38
$2.76M 0.76%
+9,224
39
$2.65M 0.73%
7,225
+423
40
$2.6M 0.71%
28,286
+16,771
41
$2.55M 0.7%
7,731
+432
42
$2.5M 0.69%
41,852
-4,555
43
$2.48M 0.68%
2,661
-215
44
$2.44M 0.67%
9,795
+149
45
$2.43M 0.67%
9,045
+411
46
$2.37M 0.65%
+8,719
47
$2.24M 0.62%
24,928
+697
48
$2.22M 0.61%
48,913
+7,898
49
$2.16M 0.59%
+20,574
50
$2.06M 0.57%
+20,960
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