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
$235M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.11M
3
+$988K
4
PEP icon
PepsiCo
PEP
+$853K
5
SLB icon
SLB Limited
SLB
+$800K

Top Sells

1
+$1.21M
2
+$959K
3
+$780K
4
NTR icon
Nutrien
NTR
+$772K
5
T icon
AT&T
T
+$740K

Sector Composition

1 Technology 20.99%
2 Financials 9.5%
3 Healthcare 8.51%
4 Consumer Discretionary 7.19%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.53%
14,991
-2,261
52
$1.24M 0.53%
33,471
-10,287
53
$1.22M 0.52%
12,042
-3,425
54
$1.21M 0.52%
28,215
+18,177
55
$1.21M 0.51%
5,921
+153
56
$1.21M 0.51%
9,981
+280
57
$1.19M 0.51%
16,034
+682
58
$1.15M 0.49%
4,680
+19
59
$1.12M 0.48%
18,606
+725
60
$1.12M 0.48%
21,650
+1,231
61
$1.09M 0.46%
46,245
+2,002
62
$1.08M 0.46%
48,232
+2,121
63
$1.08M 0.46%
44,138
+1,955
64
$1.08M 0.46%
50,954
+2,197
65
$1.07M 0.45%
23,077
+1,059
66
$1.03M 0.44%
50,832
+2,944
67
$1.03M 0.44%
64,301
-46,366
68
$1.01M 0.43%
4,468
+2,025
69
$1.01M 0.43%
6,926
+161
70
$996K 0.42%
40,459
+3,033
71
$988K 0.42%
+23,783
72
$954K 0.41%
2,446
+937
73
$952K 0.4%
5,184
+221
74
$915K 0.39%
8,571
+366
75
$900K 0.38%
25,071
+1,230
1 2
3
4 5