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
$364M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.73M
3
+$3.79M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.62M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$3.6M

Top Sells

1
+$12.1M
2
+$7.83M
3
+$3.59M
4
DLR icon
Digital Realty Trust
DLR
+$2.83M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.52M

Sector Composition

1 Technology 21.53%
2 Financials 11.42%
3 Healthcare 7.04%
4 Communication Services 6.91%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.54%
+14,744
52
$1.93M 0.53%
12,347
+630
53
$1.87M 0.51%
15,324
+299
54
$1.81M 0.5%
5,802
+162
55
$1.73M 0.48%
+68,063
56
$1.71M 0.47%
+6,459
57
$1.65M 0.45%
15,117
+8,724
58
$1.56M 0.43%
5,009
+536
59
$1.54M 0.42%
9,934
+1,817
60
$1.52M 0.42%
21,233
+326
61
$1.49M 0.41%
+29,608
62
$1.42M 0.39%
+4,015
63
$1.4M 0.38%
19,199
+5,324
64
$1.38M 0.38%
+14,206
65
$1.36M 0.37%
4,790
+1,645
66
$1.31M 0.36%
6,531
+4,393
67
$1.3M 0.36%
+14,153
68
$1.23M 0.34%
1,806
+253
69
$1.21M 0.33%
28,997
-207
70
$1.18M 0.32%
+1,243
71
$1.17M 0.32%
8,145
-19,782
72
$1.16M 0.32%
+19,019
73
$1.16M 0.32%
+12,857
74
$1.15M 0.32%
49,834
+1,380
75
$1.14M 0.31%
52,442
+690
1 2
3
4 5