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
$120M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$272K
2
+$256K
3
+$240K
4
AMD icon
Advanced Micro Devices
AMD
+$226K
5
XYZ
Block Inc
XYZ
+$219K

Top Sells

1
+$250K
2
+$239K
3
+$231K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$212K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$150K

Sector Composition

1 Technology 23.42%
2 Financials 12.21%
3 Healthcare 11.64%
4 Consumer Discretionary 9.95%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$328K 0.27%
1,539
-26
77
$308K 0.26%
937
+3
78
$306K 0.25%
915
+9
79
$277K 0.23%
6,792
+306
80
$272K 0.23%
+20,160
81
$264K 0.22%
746
-15
82
$256K 0.21%
+2,906
83
$252K 0.21%
2,322
+46
84
$249K 0.21%
2,138
-119
85
$243K 0.2%
7,350
+380
86
$240K 0.2%
+1,017
87
$237K 0.2%
4,590
+10
88
$226K 0.19%
+2,767
89
$225K 0.19%
1,625
+58
90
$219K 0.18%
+1,349
91
$210K 0.17%
+4,550
92
$130K 0.11%
+11,000
93
– –
-3,774
94
– –
-1,483
95
– –
-2,279
1 2 3
4