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
$212M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.48M
3
+$1.78M
4
TSM icon
TSMC
TSM
+$1.44M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.36M

Top Sells

1
+$7.98M
2
+$2.27M
3
+$2.03M
4
COP icon
ConocoPhillips
COP
+$1.83M
5
AES icon
AES
AES
+$1.52M

Sector Composition

1 Technology 19.55%
2 Financials 9.09%
3 Healthcare 8.9%
4 Consumer Discretionary 6.74%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.56%
+15,352
52
$1.16M 0.55%
+2,341
53
$1.16M 0.55%
3,938
-519
54
$1.16M 0.55%
5,768
+2,329
55
$1.11M 0.52%
17,881
-5
56
$1.07M 0.5%
20,419
+832
57
$1.07M 0.5%
+4,661
58
$1.06M 0.5%
46,111
+1,756
59
$1.05M 0.5%
44,243
+1,296
60
$1.05M 0.5%
42,183
+1,331
61
$1.05M 0.49%
48,757
+2,071
62
$1.03M 0.49%
22,018
+6,931
63
$1.03M 0.49%
+4,852
64
$1.01M 0.47%
9,701
-320
65
$988K 0.47%
47,888
+2,712
66
$959K 0.45%
+4,196
67
$953K 0.45%
+6,765
68
$938K 0.44%
+37,426
69
$884K 0.42%
8,205
+2,854
70
$872K 0.41%
12,581
-30
71
$849K 0.4%
1,905
+603
72
$832K 0.39%
+8,626
73
$824K 0.39%
+4,963
74
$806K 0.38%
+23,841
75
$783K 0.37%
+3,178
1 2
3
4 5