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
$135M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.44M
3
+$1.79M
4
TSM icon
TSMC
TSM
+$1.35M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.27M

Top Sells

1
+$2.52M
2
+$2.3M
3
+$1.85M
4
VTWG icon
Vanguard Russell 2000 Growth ETF
VTWG
+$1.74M
5
CVX icon
Chevron
CVX
+$1.5M

Sector Composition

1 Technology 23.52%
2 Healthcare 11.31%
3 Financials 11.21%
4 Consumer Discretionary 9.44%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$984K 0.73%
18,583
+7,246
52
$966K 0.71%
4,127
+1,938
53
$893K 0.66%
10,200
-1,140
54
$798K 0.59%
1,715
-30
55
$793K 0.59%
4,030
-294
56
$757K 0.56%
3,256
+1,419
57
$720K 0.53%
8,959
+1,263
58
$693K 0.51%
+19,254
59
$661K 0.49%
1,323
+384
60
$660K 0.49%
2,967
+366
61
$660K 0.49%
13,253
-14,333
62
$642K 0.47%
+18,889
63
$635K 0.47%
2,753
+879
64
$634K 0.47%
+4,321
65
$561K 0.41%
10,380
+530
66
$539K 0.4%
+3,056
67
$531K 0.39%
1,410
+664
68
$507K 0.37%
767
69
$506K 0.37%
2,432
-487
70
$470K 0.35%
+7,592
71
$447K 0.33%
+1,560
72
$413K 0.3%
3,775
+1,453
73
$408K 0.3%
5,230
+412
74
$400K 0.3%
6,189
75
$391K 0.29%
8,300
+950
1 2
3
4 5