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
$150K
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$201
2
+$194
3
+$176
4
MSFT icon
Microsoft
MSFT
+$166
5
PSA icon
Public Storage
PSA
+$150

Top Sells

1
+$2.52M
2
+$1.19M
3
+$925K
4
DD icon
DuPont de Nemours
DD
+$275K
5
LNG icon
Cheniere Energy
LNG
+$275K

Sector Composition

1 Healthcare 20.18%
2 Technology 13.58%
3 Financials 12.59%
4 Industrials 8.49%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03K 0.69%
6,218
-41
52
$1.02K 0.68%
7,811
+80
53
$942 0.63%
13,466
+844
54
$940 0.63%
4,646
+175
55
$932 0.62%
7,299
+915
56
$919 0.61%
6,395
-166
57
$850 0.57%
8,761
-145
58
$837 0.56%
18,220
-2,420
59
$821 0.55%
4,053
+20
60
$811 0.54%
1,700
+41
61
$803 0.54%
21,320
-86
62
$731 0.49%
7,806
-704
63
$725 0.48%
3,506
-20
64
$712 0.48%
22,842
65
$692 0.46%
9,801
+1,486
66
$655 0.44%
12,765
-11
67
$621 0.41%
2,114
-68
68
$604 0.4%
11,864
-36
69
$599 0.4%
11,038
+793
70
$595 0.4%
3,568
-3,257
71
$585 0.39%
4,954
+1
72
$575 0.38%
7,170
73
$553 0.37%
32
74
$552 0.37%
4,752
+93
75
$541 0.36%
1,795
-2,426
1 2
3
4 5