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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.24M
3
+$3.02M
4
AMZN icon
Amazon
AMZN
+$2.99M
5
MA icon
Mastercard
MA
+$2.83M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.95%
2 Technology 12.99%
3 Healthcare 12.9%
4 Industrials 10.01%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$791K 0.76%
+17,524
52
$785K 0.76%
+5,564
53
$783K 0.76%
+8,125
54
$781K 0.75%
+6,145
55
$743K 0.72%
+12,975
56
$720K 0.7%
+28,330
57
$693K 0.67%
+3,425
58
$693K 0.67%
+21,987
59
$679K 0.66%
+4,893
60
$629K 0.61%
+3,768
61
$612K 0.59%
+5,634
62
$593K 0.57%
+8,570
63
$591K 0.57%
+3,720
64
$587K 0.57%
+12,777
65
$573K 0.55%
+8,517
66
$567K 0.55%
+4,048
67
$555K 0.54%
+8,853
68
$549K 0.53%
+2,449
69
$543K 0.52%
+22,602
70
$542K 0.52%
+4,134
71
$530K 0.51%
+5,406
72
$484K 0.47%
+6,299
73
$453K 0.44%
+8,580
74
$444K 0.43%
+10,253
75
$437K 0.42%
+7,434
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