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
$120M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$272K
2
+$256K
3
+$240K
4
AMD icon
Advanced Micro Devices
AMD
+$226K
5
XYZ
Block Inc
XYZ
+$219K

Top Sells

1
+$250K
2
+$239K
3
+$231K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$212K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$150K

Sector Composition

1 Technology 23.42%
2 Financials 12.21%
3 Healthcare 11.64%
4 Consumer Discretionary 9.95%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$833K 0.69%
11,340
52
$825K 0.69%
4,324
+33
53
$817K 0.68%
15,474
+469
54
$771K 0.64%
6,554
+342
55
$770K 0.64%
1,745
-225
56
$741K 0.62%
5,332
-37
57
$653K 0.54%
2,601
-225
58
$587K 0.49%
11,337
+405
59
$574K 0.48%
2,919
-22
60
$562K 0.47%
3,360
+254
61
$553K 0.46%
4,975
+486
62
$540K 0.45%
1,837
+11
63
$529K 0.44%
26,942
+2,234
64
$504K 0.42%
7,696
+844
65
$492K 0.41%
985
+5
66
$478K 0.4%
767
67
$460K 0.38%
939
+14
68
$459K 0.38%
2,134
-44
69
$449K 0.37%
5,552
+528
70
$438K 0.36%
5,007
+1,315
71
$431K 0.36%
2,189
+54
72
$417K 0.35%
1,874
-68
73
$381K 0.32%
4,818
74
$371K 0.31%
6,428
-2,600
75
$369K 0.31%
6,189
1 2
3
4