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
$133M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$461K
2
+$457K
3
+$454K
4
NKE icon
Nike
NKE
+$400K
5
BLK icon
Blackrock
BLK
+$388K

Top Sells

1
+$538K
2
+$345K
3
+$126K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$121K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$110K

Sector Composition

1 Financials 15.16%
2 Technology 13.83%
3 Healthcare 11.72%
4 Industrials 10.77%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$511K 0.38%
6,327
-81
77
$493K 0.37%
7,615
+181
78
$469K 0.35%
4,659
+29
79
$428K 0.32%
2,442
+158
80
$409K 0.31%
3,750
+1,113
81
$408K 0.31%
4,292
+4
82
$374K 0.28%
4,687
-48
83
$367K 0.28%
2,321
+664
84
$366K 0.27%
25,242
-1,640
85
$362K 0.27%
1,806
+18
86
$350K 0.26%
773
-17
87
$342K 0.26%
8,334
-528
88
$326K 0.24%
942
-1
89
$311K 0.23%
1,962
-25
90
$302K 0.23%
7,127
-69
91
$275K 0.21%
2,563
92
$275K 0.21%
4,036
-246
93
$270K 0.2%
3,643
94
$259K 0.19%
1,505
95
$226K 0.17%
+500
96
$216K 0.16%
+5,038
97
$213K 0.16%
1,921
98
$209K 0.16%
+1,370
99
$205K 0.15%
12,483
100
$198K 0.15%
+4,103
2 3
4
5 6