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
$349M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.28M
3
+$3.17M
4
AAPL icon
Apple
AAPL
+$3.04M
5
RTX icon
RTX Corp
RTX
+$1.72M

Top Sells

1
+$4.76M
2
+$4.68M
3
+$1.89M
4
HLT icon
Hilton Worldwide
HLT
+$1.22M
5
JPM icon
JPMorgan Chase
JPM
+$1.15M

Sector Composition

1 Technology 26.16%
2 Financials 9.55%
3 Healthcare 8.47%
4 Communication Services 7.99%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.57%
4,589
+3,093
52
$1.85M 0.53%
16,920
-7,199
53
$1.77M 0.51%
10,235
+2,776
54
$1.75M 0.5%
5,755
+491
55
$1.75M 0.5%
14,856
+1,649
56
$1.73M 0.5%
3,723
+1,033
57
$1.72M 0.49%
2,216
-1,293
58
$1.65M 0.47%
3,276
+1,348
59
$1.5M 0.43%
12,990
-1,224
60
$1.37M 0.39%
2,221
+15
61
$1.33M 0.38%
12,678
+2,904
62
$1.28M 0.37%
54,478
+2,262
63
$1.25M 0.36%
48,791
+2,098
64
$1.25M 0.36%
58,685
+1,959
65
$1.24M 0.36%
55,858
+2,383
66
$1.22M 0.35%
29,189
-2,482
67
$1.21M 0.35%
+7,403
68
$1.21M 0.35%
20,940
-8,496
69
$1.2M 0.35%
45,616
+1,722
70
$1.2M 0.34%
14,690
+1,090
71
$1.16M 0.33%
40,196
+5,593
72
$1.13M 0.33%
15,778
-1,102
73
$1.1M 0.31%
+7,555
74
$1.09M 0.31%
42,636
+1,425
75
$1.09M 0.31%
7,843
+3,186
1 2
3
4 5