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
$135M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.44M
3
+$1.79M
4
TSM icon
TSMC
TSM
+$1.35M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.27M

Top Sells

1
+$2.52M
2
+$2.3M
3
+$1.85M
4
VTWG icon
Vanguard Russell 2000 Growth ETF
VTWG
+$1.74M
5
CVX icon
Chevron
CVX
+$1.5M

Sector Composition

1 Technology 23.52%
2 Healthcare 11.31%
3 Financials 11.21%
4 Consumer Discretionary 9.44%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K 0.28%
1,728
-11,287
77
$384K 0.28%
6,028
-400
78
$381K 0.28%
8,616
+1,824
79
$347K 0.26%
+5,073
80
$346K 0.26%
928
+13
81
$333K 0.25%
+1,419
82
$330K 0.24%
+1,399
83
$328K 0.24%
3,578
+811
84
$315K 0.23%
+13,407
85
$302K 0.22%
1,359
-775
86
$296K 0.22%
+1,513
87
$295K 0.22%
1,416
-8,358
88
$264K 0.19%
5,041
+491
89
$260K 0.19%
1,756
+131
90
$252K 0.19%
927
-90
91
$251K 0.19%
+3,677
92
$251K 0.19%
3,711
-27,319
93
$249K 0.18%
+6,637
94
$248K 0.18%
5,547
-21,836
95
$247K 0.18%
+400
96
$245K 0.18%
18,840
-1,320
97
$244K 0.18%
3,495
-1,095
98
$239K 0.18%
+5,990
99
$229K 0.17%
+1,908
100
$228K 0.17%
1,048
-301
1 2 3
4
5