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
$202M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$7.68M
2
+$7.53M
3
+$7.26M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.52M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.58M

Top Sells

1
+$8.03M
2
+$7.75M
3
+$4.98M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.62M

Sector Composition

1 Technology 17.35%
2 Healthcare 10.94%
3 Financials 7.86%
4 Consumer Staples 5.55%
5 Industrials 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.55%
16,707
+921
52
$1M 0.5%
42,947
+3,954
53
$996K 0.49%
6,166
+201
54
$992K 0.49%
40,852
+3,605
55
$983K 0.49%
44,355
+4,398
56
$971K 0.48%
46,686
+4,624
57
$933K 0.46%
19,587
+542
58
$907K 0.45%
12,611
+2,207
59
$899K 0.44%
8,149
-3,749
60
$899K 0.44%
45,176
+5,609
61
$889K 0.44%
10,021
-500
62
$843K 0.42%
6,843
+2,166
63
$820K 0.41%
10,555
-1,502
64
$805K 0.4%
8,112
+4,943
65
$786K 0.39%
6,529
-385
66
$765K 0.38%
3,681
-80
67
$719K 0.36%
+8,516
68
$717K 0.35%
17,050
-3,280
69
$712K 0.35%
3,439
-1,183
70
$697K 0.34%
11,327
+546
71
$688K 0.34%
15,087
+1,363
72
$653K 0.32%
38,680
-419
73
$646K 0.32%
+4,359
74
$629K 0.31%
12,284
-46
75
$611K 0.3%
2,638
-30
1 2
3
4 5