LHC

Little House Capital Portfolio holdings

AUM $399M
1-Year Est. Return 22.27%
This Quarter Est. Return
1 Year Est. Return
+22.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.2M
3
+$8.89M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.67M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$8.63M

Top Sells

1
+$2.58M
2
+$2.45M
3
+$2.44M
4
WM icon
Waste Management
WM
+$2.29M
5
DIS icon
Walt Disney
DIS
+$2.24M

Sector Composition

1 Technology 15.18%
2 Financials 10.31%
3 Healthcare 6.14%
4 Consumer Discretionary 5.08%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.65%
+32,731
52
$1.74M 0.62%
+42,795
53
$1.64M 0.58%
8,668
+90
54
$1.62M 0.57%
+14,515
55
$1.61M 0.57%
+8,357
56
$1.54M 0.54%
115,200
+96,360
57
$1.47M 0.52%
22,915
+9,662
58
$1.38M 0.49%
26,101
+3,452
59
$1.35M 0.48%
+13,987
60
$1.26M 0.44%
19,012
+15,335
61
$1.26M 0.44%
+5,298
62
$1.22M 0.43%
+14,622
63
$1.2M 0.42%
+7,524
64
$1.16M 0.41%
+10,061
65
$1.05M 0.37%
+12,754
66
$1.05M 0.37%
+1,542
67
$1.04M 0.37%
6,289
-12,484
68
$1M 0.35%
+4,846
69
$925K 0.33%
+30,100
70
$899K 0.32%
+11,009
71
$885K 0.31%
+6,169
72
$665K 0.24%
+4,708
73
$656K 0.23%
6,340
-3,860
74
$627K 0.22%
4,629
-4,445
75
$525K 0.19%
9,600
-40,175
1 2
3
4 5