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
$171M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$959K
3
+$699K
4
DE icon
Deere & Co
DE
+$618K
5
BABA icon
Alibaba
BABA
+$573K

Top Sells

1
+$2.34M
2
+$2.29M
3
+$2.11M
4
BWA icon
BorgWarner
BWA
+$1.04M
5
ATVI
Activision Blizzard
ATVI
+$982K

Sector Composition

1 Technology 20.3%
2 Financials 10.71%
3 Healthcare 9.52%
4 Communication Services 7.75%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.63%
9,605
-5,885
52
$1.06M 0.62%
20,290
-431
53
$1M 0.59%
17,384
-348
54
$996K 0.58%
5,162
-53
55
$962K 0.56%
3,237
-404
56
$925K 0.54%
6,369
-204
57
$912K 0.53%
7,273
-297
58
$908K 0.53%
7,041
-2,379
59
$897K 0.53%
2,678
+1,846
60
$896K 0.53%
1,568
-82
61
$890K 0.52%
2,073
+110
62
$766K 0.45%
29,145
-198
63
$763K 0.45%
30,167
-623
64
$762K 0.45%
28,635
-585
65
$758K 0.44%
28,098
-547
66
$758K 0.44%
26,472
-530
67
$757K 0.44%
28,581
-554
68
$757K 0.44%
29,878
-534
69
$755K 0.44%
28,132
-543
70
$747K 0.44%
28,722
-838
71
$745K 0.44%
12,673
+3,390
72
$737K 0.43%
4,396
-1,701
73
$725K 0.43%
35,555
-42,746
74
$719K 0.42%
2,781
+39
75
$699K 0.41%
+14,410
1 2
3
4 5