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
$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
IBDU icon
76
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.94B
$1.16M 0.29%
49,607
-227
IBDV icon
77
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.12B
$1.15M 0.29%
52,430
-12
IBDW icon
78
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$1.84B
$1.15M 0.29%
54,654
+152
IBDX icon
79
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.28B
$1.14M 0.29%
45,234
-65
IBDY icon
80
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$864M
$1.12M 0.28%
43,419
+29
MDT icon
81
Medtronic
MDT
$123B
$1.11M 0.28%
12,774
-83
UNP icon
82
Union Pacific
UNP
$134B
$1.07M 0.27%
4,640
+317
SPOT icon
83
Spotify
SPOT
$138B
$1.06M 0.26%
+1,378
IBDZ
84
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$443M
$1.05M 0.26%
40,342
+37
BSX icon
85
Boston Scientific
BSX
$147B
$1.05M 0.26%
9,789
+424
RCL icon
86
Royal Caribbean
RCL
$81.6B
$1.03M 0.26%
+3,293
ABT icon
87
Abbott
ABT
$224B
$1.03M 0.26%
7,557
-7,187
PEG icon
88
Public Service Enterprise Group
PEG
$42.3B
$1.02M 0.25%
12,083
+409
CLS icon
89
Celestica
CLS
$31.8B
$998K 0.25%
+6,393
ASML icon
90
ASML
ASML
$400B
$966K 0.24%
1,206
-208
IBDT icon
91
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$930K 0.23%
36,593
-395
IBIT icon
92
iShares Bitcoin Trust
IBIT
$81.5B
$924K 0.23%
15,097
+788
TT icon
93
Trane Technologies
TT
$92.5B
$891K 0.22%
2,036
-20
IDXX icon
94
Idexx Laboratories
IDXX
$50.8B
$843K 0.21%
1,572
+170
CL icon
95
Colgate-Palmolive
CL
$63.9B
$838K 0.21%
+9,217
SPGI icon
96
S&P Global
SPGI
$144B
$795K 0.2%
1,507
+82
IWF icon
97
iShares Russell 1000 Growth ETF
IWF
$122B
$774K 0.19%
1,822
-108
EME icon
98
Emcor
EME
$30.8B
$766K 0.19%
+1,433
TFI icon
99
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.3B
$756K 0.19%
16,920
-841
MAR icon
100
Marriott International
MAR
$70.8B
$698K 0.17%
2,556
+30
2 3
4
5 6