LHC

Little House Capital Portfolio holdings

AUM $398M
1-Year Est. Return 25.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.03M
3
+$1.64M
4
NFLX icon
Netflix
NFLX
+$1.42M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.4M

Top Sells

1
+$3.02M
2
+$2.16M
3
+$2.06M
4
AAPL icon
Apple
AAPL
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.55M

Sector Composition

1 Technology 24.82%
2 Financials 10.93%
3 Communication Services 8.04%
4 Industrials 6.26%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2M 0.5%
25,236
+308
52
$1.97M 0.49%
4,682
+2,182
53
$1.91M 0.48%
15,505
+181
54
$1.79M 0.45%
6,167
+3,830
55
$1.76M 0.44%
40,639
-8,274
56
$1.71M 0.43%
5,853
+51
57
$1.65M 0.41%
15,921
+804
58
$1.64M 0.41%
10,667
+733
59
$1.6M 0.4%
6,010
+1,220
60
$1.56M 0.39%
1,740
-66
61
$1.5M 0.37%
21,136
-97
62
$1.41M 0.35%
6,889
+309
63
$1.39M 0.35%
+3,002
64
$1.38M 0.35%
4,950
-59
65
$1.38M 0.35%
29,165
+168
66
$1.35M 0.34%
7,760
-385
67
$1.32M 0.33%
+6,291
68
$1.31M 0.33%
17,917
+1,153
69
$1.29M 0.32%
2,358
+470
70
$1.25M 0.31%
+68,968
71
$1.24M 0.31%
13,461
+4,564
72
$1.23M 0.31%
3,265
+221
73
$1.19M 0.3%
4,555
+1,434
74
$1.16M 0.29%
36,417
+929
75
$1.16M 0.29%
25,028
+6,009
1 2
3
4 5