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
$185M
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.94M
3
+$2.84M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$2.73M
5
DIS icon
Walt Disney
DIS
+$2.65M

Top Sells

1
+$14.8M
2
+$11.3M
3
+$9.8M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$8.89M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.67M

Sector Composition

1 Technology 20.31%
2 Financials 10.94%
3 Healthcare 9.21%
4 Communication Services 8.18%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.64%
+4,065
52
$1.17M 0.63%
+8,339
53
$1.13M 0.61%
+4,883
54
$1.12M 0.61%
+17,732
55
$1.12M 0.61%
20,721
-5,380
56
$1.09M 0.59%
+3,641
57
$1.06M 0.57%
+6,391
58
$1.04M 0.56%
+24,436
59
$1.02M 0.55%
+4,295
60
$1.02M 0.55%
+13,122
61
$1.01M 0.55%
+6,573
62
$982K 0.53%
+10,291
63
$976K 0.53%
+5,215
64
$942K 0.51%
4,282
-15,271
65
$940K 0.51%
7,570
-16,350
66
$934K 0.5%
+6,097
67
$840K 0.45%
+1,963
68
$832K 0.45%
+1,650
69
$796K 0.43%
14,172
-8,743
70
$785K 0.42%
+30,790
71
$784K 0.42%
+29,220
72
$784K 0.42%
+3,769
73
$780K 0.42%
+27,002
74
$775K 0.42%
+29,135
75
$775K 0.42%
+28,645
1 2
3
4 5