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
$195M
AUM Growth
+$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.9M
3
+$3.88M
4
SMMD icon
iShares Russell 2500 ETF
SMMD
+$3.45M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.88M

Top Sells

1
+$4.96M
2
+$2.82M
3
+$2.81M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.15M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.97M

Sector Composition

1 Technology 21.18%
2 Financials 10.42%
3 Healthcare 10.03%
4 Consumer Discretionary 6.89%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.67%
5,136
+3,530
52
$1.27M 0.65%
20,450
-50
53
$1.27M 0.65%
71,037
+55,501
54
$1.23M 0.63%
11,055
+3,697
55
$1.22M 0.62%
4,073
-76
56
$1.21M 0.62%
7,440
+1,803
57
$1.12M 0.57%
13,559
-6,197
58
$1.1M 0.57%
6,432
+609
59
$1.06M 0.54%
4,647
+2,077
60
$1.05M 0.54%
5,400
-2,657
61
$1.05M 0.54%
8,009
+6,100
62
$989K 0.51%
3,999
-961
63
$960K 0.49%
15,250
+350
64
$942K 0.48%
+6,925
65
$923K 0.47%
3,235
+429
66
$899K 0.46%
+15,957
67
$896K 0.46%
6,656
+181
68
$886K 0.45%
1,962
-4,299
69
$872K 0.45%
16,923
+9,177
70
$833K 0.43%
15,500
+4,140
71
$822K 0.42%
2,245
-3,574
72
$822K 0.42%
3,008
+144
73
$807K 0.41%
3,638
-576
74
$748K 0.38%
+51,943
75
$719K 0.37%
+9,087
1 2
3
4 5