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
$243M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$2.02M
3
+$1.85M
4
EMR icon
Emerson Electric
EMR
+$1.72M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.58M

Top Sells

1
+$3.25M
2
+$2.69M
3
+$2.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.97M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.66M

Sector Composition

1 Technology 20.64%
2 Financials 9.46%
3 Healthcare 9.22%
4 Consumer Discretionary 6.09%
5 Communication Services 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.55%
41,364
+7,893
52
$1.33M 0.55%
5,055
+341
53
$1.31M 0.54%
6,411
+490
54
$1.31M 0.54%
8,948
+496
55
$1.3M 0.53%
2,299
-113
56
$1.26M 0.52%
7,172
+3,551
57
$1.21M 0.5%
9,141
-840
58
$1.19M 0.49%
22,084
+434
59
$1.19M 0.49%
51,251
+5,006
60
$1.18M 0.48%
49,128
+4,990
61
$1.17M 0.48%
53,636
+5,404
62
$1.16M 0.48%
57,038
+6,084
63
$1.14M 0.47%
13,374
-1,617
64
$1.13M 0.47%
58,479
+7,647
65
$1.1M 0.45%
46,996
+6,537
66
$1.09M 0.45%
19,425
+819
67
$1.07M 0.44%
+21,358
68
$1.05M 0.43%
17,988
+1,693
69
$1.04M 0.43%
2,676
+230
70
$960K 0.39%
26,200
-4,550
71
$952K 0.39%
4,697
+1,902
72
$921K 0.38%
26,696
+1,625
73
$906K 0.37%
+10,197
74
$882K 0.36%
15,198
+1,414
75
$873K 0.36%
19,986
-3,091
1 2
3
4 5