LHC

Little House Capital Portfolio holdings

AUM $387M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.76M
3
+$1.64M
4
ASML icon
ASML
ASML
+$1.32M
5
CVX icon
Chevron
CVX
+$1.3M

Top Sells

1
+$3.37M
2
+$3.07M
3
+$2.9M
4
ORCL icon
Oracle
ORCL
+$2.86M
5
CB icon
Chubb
CB
+$1.79M

Sector Composition

1 Technology 27.12%
2 Financials 10.58%
3 Communication Services 8.32%
4 Industrials 5.73%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.39M 1.24%
34,726
+8,416
27
$5.18M 1.19%
5,598
+981
28
$5.15M 1.18%
7,724
+54
29
$4.94M 1.14%
49,321
+48
30
$4.57M 1.05%
38,100
+890
31
$4.23M 0.97%
8,873
+2,601
32
$4.11M 0.95%
24,571
-402
33
$4.04M 0.93%
11,833
-182
34
$3.95M 0.91%
13,132
+230
35
$3.82M 0.88%
66,976
+1,137
36
$3.82M 0.88%
9,760
+3,930
37
$3.62M 0.83%
4,742
-8
38
$3.47M 0.8%
8,564
+1,605
39
$3.41M 0.78%
118,437
+16,770
40
$2.87M 0.66%
30,249
+3,937
41
$2.86M 0.66%
11,747
-869
42
$2.8M 0.64%
9,914
+100
43
$2.79M 0.64%
2,883
+1,677
44
$2.69M 0.62%
42,524
+203
45
$2.32M 0.53%
10,489
-4,202
46
$2.29M 0.53%
15,867
+362
47
$2.24M 0.51%
8,287
+63
48
$1.91M 0.44%
8,078
-1,408
49
$1.89M 0.44%
4,141
-541
50
$1.89M 0.43%
1,753
+13
1
2
3 4 5