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
$109M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.69M
3
+$1.46M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.28M
5
RTX icon
RTX Corp
RTX
+$1.1M

Top Sells

1
+$1.26M
2
+$1.02M
3
+$959K
4
CAT icon
Caterpillar
CAT
+$947K
5
NVS icon
Novartis
NVS
+$687K

Sector Composition

1 Technology 22.91%
2 Financials 12.43%
3 Healthcare 11.63%
4 Consumer Discretionary 9.2%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$801K 0.74%
11,340
-1,740
52
$714K 0.66%
+15,005
53
$713K 0.66%
1,970
+22
54
$672K 0.62%
4,291
+579
55
$642K 0.59%
5,369
-1,924
56
$595K 0.55%
10,932
+1,197
57
$566K 0.52%
+6,212
58
$529K 0.49%
2,826
-104
59
$504K 0.46%
+3,106
60
$497K 0.46%
2,941
+390
61
$469K 0.43%
+24,708
62
$468K 0.43%
9,028
-6,400
63
$445K 0.41%
980
+133
64
$425K 0.39%
+6,852
65
$402K 0.37%
+925
66
$393K 0.36%
1,826
+190
67
$391K 0.36%
767
-86
68
$391K 0.36%
+4,489
69
$381K 0.35%
+5,024
70
$375K 0.35%
2,178
-1,545
71
$372K 0.34%
1,942
-2,210
72
$371K 0.34%
2,135
-202
73
$362K 0.33%
+3,692
74
$355K 0.33%
4,818
-815
75
$342K 0.32%
6,189
-496
1 2
3
4 5