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
$189M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.85M
3
+$1.18M
4
COP icon
ConocoPhillips
COP
+$761K
5
AXP icon
American Express
AXP
+$744K

Top Sells

1
+$1.21M
2
+$1.16M
3
+$621K
4
VZ icon
Verizon
VZ
+$588K
5
BABA icon
Alibaba
BABA
+$573K

Sector Composition

1 Technology 22.85%
2 Healthcare 9.71%
3 Financials 9.54%
4 Consumer Discretionary 8.05%
5 Communication Services 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.64%
19,756
+7,083
52
$1.2M 0.63%
15,623
-28
53
$1.12M 0.59%
1,685
+117
54
$1.09M 0.58%
4,856
-1,908
55
$1.08M 0.57%
6,475
+106
56
$1.08M 0.57%
5,227
+65
57
$1.02M 0.54%
8,472
-1,133
58
$992K 0.52%
14,900
+490
59
$980K 0.52%
17,272
-112
60
$969K 0.51%
5,823
+1,427
61
$913K 0.48%
4,214
-2,248
62
$891K 0.47%
4,875
-2,166
63
$849K 0.45%
2,476
-202
64
$849K 0.45%
2,388
-909
65
$835K 0.44%
2,806
+92
66
$817K 0.43%
11,360
+850
67
$808K 0.43%
5,214
-7,831
68
$783K 0.41%
13,262
+509
69
$773K 0.41%
3,605
+48
70
$763K 0.4%
5,637
+224
71
$761K 0.4%
7,358
+85
72
$745K 0.39%
28,717
-428
73
$744K 0.39%
29,656
-511
74
$741K 0.39%
28,157
-478
75
$738K 0.39%
10,545
+687
1 2
3
4 5