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
$350M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$1.28M
3
+$1.23M
4
SO icon
Southern Company
SO
+$948K
5
CRH icon
CRH
CRH
+$824K

Top Sells

1
+$2.98M
2
+$2.57M
3
+$2.12M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.89M
5
DUK icon
Duke Energy
DUK
+$1.5M

Sector Composition

1 Technology 26.21%
2 Financials 10.74%
3 Communication Services 8.23%
4 Consumer Discretionary 6.91%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.47%
41,015
-6,547
52
$1.64M 0.47%
5,640
-115
53
$1.31M 0.37%
7,758
+203
54
$1.3M 0.37%
21,622
+682
55
$1.3M 0.37%
20,907
+5,129
56
$1.28M 0.37%
+29,204
57
$1.24M 0.35%
5,379
+91
58
$1.2M 0.34%
48,722
-69
59
$1.17M 0.33%
4,473
-2,840
60
$1.13M 0.32%
8,117
+274
61
$1.13M 0.32%
44,914
-702
62
$1.11M 0.32%
51,752
-4,106
63
$1.1M 0.32%
48,454
-6,024
64
$1.08M 0.31%
52,909
-5,776
65
$1.07M 0.3%
2,641
-635
66
$1.04M 0.3%
33,767
+331
67
$1.04M 0.3%
1,991
-230
68
$1M 0.29%
13,875
-815
69
$978K 0.28%
1,553
-663
70
$948K 0.27%
+11,515
71
$935K 0.27%
11,066
+3
72
$921K 0.26%
36,993
-5,643
73
$917K 0.26%
5,040
74
$896K 0.26%
2,230
-25
75
$849K 0.24%
1,837
+9
1 2
3
4 5