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
$150K
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$201
2
+$194
3
+$176
4
MSFT icon
Microsoft
MSFT
+$166
5
PSA icon
Public Storage
PSA
+$150

Top Sells

1
+$2.52M
2
+$1.19M
3
+$925K
4
DD icon
DuPont de Nemours
DD
+$275K
5
LNG icon
Cheniere Energy
LNG
+$275K

Sector Composition

1 Healthcare 20.18%
2 Technology 13.58%
3 Financials 12.59%
4 Industrials 8.49%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$487 0.33%
2,408
-34
77
$482 0.32%
7,303
-312
78
$481 0.32%
4,697
+405
79
$479 0.32%
6,355
+28
80
$450 0.3%
4,049
+299
81
$442 0.3%
871
+98
82
$400 0.27%
1,806
83
$384 0.26%
943
+1
84
$370 0.25%
4,724
+37
85
$364 0.24%
2,329
+8
86
$335 0.22%
3,719
+76
87
$331 0.22%
1,892
-70
88
$329 0.22%
22,117
-3,125
89
$299 0.2%
7,142
-1,192
90
$260 0.17%
1,505
91
$256 0.17%
5,988
-1,139
92
$252 0.17%
5,200
+1,200
93
$247 0.17%
500
94
$238 0.16%
1,978
+222
95
$218 0.15%
1,921
96
$217 0.14%
4,908
+713
97
$216 0.14%
5,038
98
$212 0.14%
1,370
99
$205 0.14%
574
+109
100
$201 0.13%
4,103
2 3
4
5 6