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
$133M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$461K
2
+$457K
3
+$454K
4
NKE icon
Nike
NKE
+$400K
5
BLK icon
Blackrock
BLK
+$388K

Top Sells

1
+$538K
2
+$345K
3
+$126K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$121K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$110K

Sector Composition

1 Financials 15.16%
2 Technology 13.83%
3 Healthcare 11.72%
4 Industrials 10.77%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1M 0.75%
18,897
+55
52
$1M 0.75%
6,259
+38
53
$1M 0.75%
8,906
+781
54
$977K 0.73%
7,731
+207
55
$960K 0.72%
31,950
+3,620
56
$925K 0.69%
10,332
+1,815
57
$889K 0.67%
20,640
-2,800
58
$885K 0.66%
6,561
-931
59
$865K 0.65%
12,622
-353
60
$817K 0.61%
6,384
+750
61
$797K 0.6%
3,662
+237
62
$757K 0.57%
21,406
-581
63
$745K 0.56%
4,471
+337
64
$733K 0.55%
8,510
+2,211
65
$730K 0.55%
4,033
-15
66
$709K 0.53%
1,659
+909
67
$694K 0.52%
3,526
-194
68
$660K 0.49%
12,776
-1
69
$651K 0.49%
22,842
+240
70
$597K 0.45%
2,182
-267
71
$577K 0.43%
10,245
+1,665
72
$562K 0.42%
7,170
-1,400
73
$555K 0.42%
8,315
-538
74
$553K 0.41%
11,900
+1,647
75
$545K 0.41%
4,953
-453
1 2
3
4 5