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
$186M
AUM Growth
-$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$5.58M
3
+$3.93M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.42M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$2.57M

Top Sells

1
+$2.88M
2
+$2.69M
3
+$2.67M
4
CMDY icon
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
+$2.27M
5
AXP icon
American Express
AXP
+$2.14M

Sector Composition

1 Technology 18.9%
2 Healthcare 10.51%
3 Financials 7.6%
4 Communication Services 7.03%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$986K 0.53%
46,928
+19,925
52
$982K 0.53%
10,945
-110
53
$942K 0.51%
8,325
+316
54
$932K 0.5%
+4,742
55
$906K 0.49%
4,035
-990
56
$902K 0.49%
10,531
-3,028
57
$888K 0.48%
5,797
-1,643
58
$883K 0.48%
8,638
+1,982
59
$863K 0.46%
36,155
+12,362
60
$861K 0.46%
34,485
+12,062
61
$847K 0.46%
2,656
+411
62
$844K 0.45%
36,944
+12,799
63
$832K 0.45%
38,900
+13,523
64
$827K 0.45%
3,877
+869
65
$825K 0.44%
19,360
+3,860
66
$803K 0.43%
14,621
+3,101
67
$790K 0.43%
16,672
-251
68
$758K 0.41%
2,009
+47
69
$756K 0.41%
36,320
+15,203
70
$728K 0.39%
9,451
-371
71
$723K 0.39%
+29,282
72
$712K 0.38%
3,131
-104
73
$709K 0.38%
+16,639
74
$689K 0.37%
+26,193
75
$665K 0.36%
3,377
-261
1 2
3
4 5