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
$302M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$4.49M
3
+$3.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.55M
5
DLR icon
Digital Realty Trust
DLR
+$2.44M

Top Sells

1
+$9.48M
2
+$6.71M
3
+$4.72M
4
SCHW icon
Charles Schwab
SCHW
+$3.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.63M

Sector Composition

1 Technology 23.18%
2 Financials 9.91%
3 Healthcare 8.69%
4 Communication Services 7.65%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.51%
5,456
-1,734
52
$1.49M 0.49%
10,028
+6,877
53
$1.46M 0.48%
5,162
+29
54
$1.4M 0.46%
+26,148
55
$1.4M 0.46%
23,010
+2,930
56
$1.39M 0.46%
32,116
-1,500
57
$1.37M 0.45%
14,136
-1,453
58
$1.36M 0.45%
+2,697
59
$1.34M 0.44%
10,826
-2,438
60
$1.23M 0.41%
2,124
-2,466
61
$1.23M 0.41%
12,620
+940
62
$1.22M 0.41%
6,963
+1,062
63
$1.22M 0.4%
7,531
-1,163
64
$1.19M 0.39%
5,568
-149
65
$1.18M 0.39%
+3,828
66
$1.08M 0.36%
1,942
-647
67
$1.07M 0.35%
42,777
-7,132
68
$1.06M 0.35%
44,743
-7,326
69
$1.06M 0.35%
+46,529
70
$1.06M 0.35%
17,290
-1,093
71
$1.04M 0.35%
2,499
+179
72
$1.04M 0.34%
+5,876
73
$1.04M 0.34%
+26,591
74
$1.02M 0.34%
49,816
-8,129
75
$1.01M 0.33%
47,179
-8,173
1 2
3
4 5