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
$399M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.03M
3
+$1.64M
4
NFLX icon
Netflix
NFLX
+$1.42M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.4M

Top Sells

1
+$3.02M
2
+$2.16M
3
+$2.06M
4
AAPL icon
Apple
AAPL
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.55M

Sector Composition

1 Technology 24.82%
2 Financials 10.93%
3 Communication Services 8.04%
4 Industrials 6.26%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRK icon
51
Merck
MRK
$212B
$2M 0.5%
25,236
+308
MSI icon
52
Motorola Solutions
MSI
$74.1B
$1.97M 0.49%
4,682
+2,182
TJX icon
53
TJX Companies
TJX
$160B
$1.91M 0.48%
15,505
+181
CB icon
54
Chubb
CB
$107B
$1.79M 0.45%
6,167
+3,830
VZ icon
55
Verizon
VZ
$171B
$1.76M 0.44%
40,639
-8,274
MCD icon
56
McDonald's
MCD
$220B
$1.71M 0.43%
5,853
+51
AEP icon
57
American Electric Power
AEP
$62.9B
$1.65M 0.41%
15,921
+804
ATO icon
58
Atmos Energy
ATO
$28.3B
$1.64M 0.41%
10,667
+733
PGR icon
59
Progressive
PGR
$132B
$1.6M 0.4%
6,010
+1,220
KLAC icon
60
KLA
KLAC
$146B
$1.56M 0.39%
1,740
-66
KO icon
61
Coca-Cola
KO
$295B
$1.5M 0.37%
21,136
-97
PANW icon
62
Palo Alto Networks
PANW
$141B
$1.41M 0.35%
6,889
+309
LMT icon
63
Lockheed Martin
LMT
$116B
$1.39M 0.35%
+3,002
AMGN icon
64
Amgen
AMGN
$161B
$1.38M 0.35%
4,950
-59
BAC icon
65
Bank of America
BAC
$376B
$1.38M 0.35%
29,165
+168
DLR icon
66
Digital Realty Trust
DLR
$58.9B
$1.35M 0.34%
7,760
-385
BA icon
67
Boeing
BA
$161B
$1.32M 0.33%
+6,291
CARR icon
68
Carrier Global
CARR
$47.8B
$1.31M 0.33%
17,917
+1,153
MLM icon
69
Martin Marietta Materials
MLM
$37.7B
$1.29M 0.32%
2,358
+470
ET icon
70
Energy Transfer Partners
ET
$56.5B
$1.25M 0.31%
+68,968
CRH icon
71
CRH
CRH
$78.7B
$1.24M 0.31%
13,461
+4,564
PWR icon
72
Quanta Services
PWR
$64.6B
$1.23M 0.31%
3,265
+221
VMC icon
73
Vulcan Materials
VMC
$39B
$1.19M 0.3%
4,555
+1,434
MFC icon
74
Manulife Financial
MFC
$53.5B
$1.16M 0.29%
36,417
+929
BMY icon
75
Bristol-Myers Squibb
BMY
$88.8B
$1.16M 0.29%
25,028
+6,009
1 2
3
4 5