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
$274M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.32M
3
+$973K
4
AAPL icon
Apple
AAPL
+$788K
5
PANW icon
Palo Alto Networks
PANW
+$769K

Top Sells

1
+$1.58M
2
+$1.43M
3
+$1.09M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.07M
5
DHR icon
Danaher
DHR
+$812K

Sector Composition

1 Technology 23.13%
2 Financials 9.83%
3 Healthcare 8.71%
4 Consumer Discretionary 6.7%
5 Communication Services 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.54%
6,530
+2,259
52
$1.47M 0.53%
5,901
+77
53
$1.47M 0.53%
2,515
+1,158
54
$1.45M 0.53%
14,899
-2,867
55
$1.38M 0.5%
4,531
-524
56
$1.31M 0.48%
34,722
-6,642
57
$1.3M 0.47%
13,264
-110
58
$1.27M 0.46%
8,694
-254
59
$1.26M 0.46%
54,500
+864
60
$1.25M 0.46%
49,909
+781
61
$1.25M 0.45%
52,069
+818
62
$1.24M 0.45%
4,697
63
$1.23M 0.45%
27,000
+800
64
$1.21M 0.44%
47,851
+855
65
$1.2M 0.44%
57,945
-534
66
$1.2M 0.44%
55,352
-1,686
67
$1.19M 0.44%
2,589
-87
68
$1.12M 0.41%
28,466
+1,770
69
$1.08M 0.4%
18,383
-1,042
70
$1.06M 0.39%
21,056
-1,028
71
$1.04M 0.38%
5,717
-73
72
$1.02M 0.37%
1,629
+14
73
$978K 0.36%
2,008
+88
74
$949K 0.35%
20,199
+213
75
$949K 0.35%
18,239
+251
1 2
3
4 5