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
$283M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.2M
3
+$8.89M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.67M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$8.63M

Top Sells

1
+$2.58M
2
+$2.45M
3
+$2.44M
4
WM icon
Waste Management
WM
+$2.29M
5
DIS icon
Walt Disney
DIS
+$2.24M

Sector Composition

1 Technology 15.18%
2 Financials 10.31%
3 Healthcare 6.14%
4 Consumer Discretionary 5.08%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$513K 0.18%
+28,998
77
$511K 0.18%
1,734
-4,818
78
$503K 0.18%
+65,505
79
$468K 0.17%
+6,503
80
$455K 0.16%
+6,565
81
$438K 0.15%
+3,330
82
$434K 0.15%
+13,365
83
$412K 0.15%
+2,910
84
$375K 0.13%
+896
85
$365K 0.13%
+17,015
86
$335K 0.12%
+2,020
87
$335K 0.12%
+8,537
88
$318K 0.11%
+650
89
$298K 0.11%
5,000
-3,300
90
$272K 0.1%
+1,066
91
$270K 0.1%
+1,052
92
$266K 0.09%
+26,225
93
$253K 0.09%
4,775
-1,215
94
$250K 0.09%
+13,248
95
$224K 0.08%
1,032
-7,417
96
$220K 0.08%
+1,650
97
$216K 0.08%
+4,400
98
$213K 0.08%
1,975
-8,062
99
$134K 0.05%
+58,000
100
$48K 0.02%
+25,000
2 3
4
5 6