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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.24M
3
+$3.02M
4
AMZN icon
Amazon
AMZN
+$2.99M
5
MA icon
Mastercard
MA
+$2.83M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.95%
2 Technology 12.99%
3 Healthcare 12.9%
4 Industrials 10.01%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$437K 0.42%
+6,408
77
$396K 0.38%
+4,630
78
$369K 0.36%
+4,288
79
$367K 0.35%
+2,284
80
$362K 0.35%
+26,882
81
$348K 0.34%
+4,735
82
$329K 0.32%
+8,862
83
$298K 0.29%
+1,788
84
$294K 0.28%
+750
85
$281K 0.27%
+2,637
86
$279K 0.27%
+790
87
$277K 0.27%
+2,563
88
$274K 0.26%
+7,196
89
$269K 0.26%
+943
90
$263K 0.25%
+1,987
91
$253K 0.24%
+4,282
92
$242K 0.23%
+1,505
93
$235K 0.23%
+3,643
94
$227K 0.22%
+1,657
95
$209K 0.2%
+1,921
96
$180K 0.17%
+12,483
97
$11K 0.01%
+10,000
1 2 3
4