LHC

Little House Capital Portfolio holdings

AUM $387M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.39M
3
+$3.13M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.07M
5
BABA icon
Alibaba
BABA
+$2.07M

Top Sells

1
+$7.35M
2
+$3.93M
3
+$3.34M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.13M
5
SONY icon
Sony
SONY
+$2.91M

Sector Composition

1 Technology 23.48%
2 Financials 9.7%
3 Communication Services 7.68%
4 Healthcare 6.63%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRWD icon
76
CrowdStrike
CRWD
$171B
$1.08M 0.28%
2,774
-79
PANW icon
77
Palo Alto Networks
PANW
$222B
$1.05M 0.27%
6,580
CMDY icon
78
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$551M
$1.03M 0.26%
+17,260
PLTR icon
79
Palantir
PLTR
$325B
$995K 0.26%
+6,803
IBDX icon
80
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.65B
$989K 0.26%
39,152
-3,175
IBDY icon
81
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.13B
$986K 0.25%
38,157
-3,159
TFI icon
82
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.11B
$983K 0.25%
21,687
+5,273
IBDU icon
83
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.77B
$917K 0.24%
39,443
-5,924
IBDV icon
84
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.09B
$913K 0.24%
41,715
-7,000
IBDW icon
85
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.37B
$911K 0.24%
43,544
-7,423
PEG icon
86
Public Service Enterprise Group
PEG
$39.6B
$880K 0.23%
10,869
-18
IBDZ
87
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$874M
$872K 0.23%
33,452
-5,894
INTC icon
88
Intel
INTC
$498B
$854K 0.22%
+19,360
BSX icon
89
Boston Scientific
BSX
$72.2B
$843K 0.22%
13,440
+67
MAR icon
90
Marriott International
MAR
$104B
$814K 0.21%
2,490
IWF icon
91
iShares Russell 1000 Growth ETF
IWF
$127B
$812K 0.21%
7,616
+392
IBCA
92
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$346M
$809K 0.21%
+31,551
MUB icon
93
iShares National Muni Bond ETF
MUB
$44.7B
$801K 0.21%
7,550
+2,159
WSM icon
94
Williams-Sonoma
WSM
$24.1B
$801K 0.21%
+4,391
OHI icon
95
Omega Healthcare
OHI
$13.2B
$797K 0.21%
+18,193
CLS icon
96
Celestica
CLS
$42.7B
$758K 0.2%
2,691
-105
IBDT icon
97
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.87B
$732K 0.19%
28,902
-4,605
SBUX icon
98
Starbucks
SBUX
$109B
$701K 0.18%
+7,820
RMD icon
99
ResMed
RMD
$28.4B
$695K 0.18%
+3,096
SPGI icon
100
S&P Global
SPGI
$126B
$607K 0.16%
1,428
+3
1 2 3
4
5