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
$188M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$956K
2
+$876K
3
+$727K
4
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$717K
5
MSFT icon
Microsoft
MSFT
+$704K

Top Sells

1
+$1.62M
2
+$1.61M
3
+$1.06M
4
QCOM icon
Qualcomm
QCOM
+$577K
5
NFLX icon
Netflix
NFLX
+$399K

Sector Composition

1 Technology 18.21%
2 Healthcare 10.55%
3 Financials 7.54%
4 Communication Services 6%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$981K 0.52%
11,807
+3,169
52
$974K 0.52%
12,057
+1,112
53
$960K 0.51%
5,278
+536
54
$938K 0.5%
6,914
+341
55
$900K 0.48%
4,622
+745
56
$897K 0.48%
38,993
+2,838
57
$886K 0.47%
37,247
+2,762
58
$881K 0.47%
15,786
+1,165
59
$875K 0.47%
2,451
+442
60
$871K 0.46%
39,957
+3,013
61
$866K 0.46%
2,860
+204
62
$852K 0.45%
42,062
+3,162
63
$801K 0.43%
5,965
+168
64
$772K 0.41%
39,567
+3,247
65
$762K 0.41%
19,045
+2,406
66
$744K 0.4%
20,330
+970
67
$744K 0.4%
39,099
+9,817
68
$740K 0.39%
10,404
+953
69
$720K 0.38%
3,434
+303
70
$668K 0.36%
3,761
+384
71
$660K 0.35%
+3,744
72
$648K 0.35%
10,781
+520
73
$635K 0.34%
27,260
+1,067
74
$628K 0.33%
2,816
+243
75
$613K 0.33%
2,668
+306
1 2
3
4 5