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
$320M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.98M
3
+$1.98M
4
AMZN icon
Amazon
AMZN
+$1.88M
5
DELL icon
Dell
DELL
+$1.75M

Top Sells

1
+$2.53M
2
+$2.11M
3
+$1.4M
4
PCAR icon
PACCAR
PCAR
+$1.34M
5
TSLA icon
Tesla
TSLA
+$1.22M

Sector Composition

1 Technology 25.88%
2 Financials 9.75%
3 Healthcare 8.34%
4 Communication Services 8.26%
5 Consumer Discretionary 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.66M 0.52%
24,630
+1,620
52
$1.66M 0.52%
2,980
+283
53
$1.45M 0.45%
13,207
-2,818
54
$1.45M 0.45%
13,600
+980
55
$1.43M 0.45%
33,642
+7,051
56
$1.42M 0.45%
14,214
+78
57
$1.34M 0.42%
5,264
+102
58
$1.26M 0.39%
2,690
+191
59
$1.24M 0.39%
31,671
-445
60
$1.23M 0.38%
7,459
-72
61
$1.22M 0.38%
5,597
+29
62
$1.22M 0.38%
2,206
+82
63
$1.18M 0.37%
+52,216
64
$1.15M 0.36%
56,726
+6,910
65
$1.15M 0.36%
46,693
+6,038
66
$1.14M 0.36%
53,475
+6,296
67
$1.12M 0.35%
9,774
+2,452
68
$1.11M 0.35%
43,894
+7,506
69
$1.07M 0.34%
16,880
-410
70
$1.02M 0.32%
41,211
-1,566
71
$968K 0.3%
34,603
-247
72
$947K 0.3%
926
-16
73
$925K 0.29%
+5,902
74
$917K 0.29%
20,042
-420
75
$879K 0.27%
2,672
-362
1 2
3
4 5