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
$171M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$959K
3
+$699K
4
DE icon
Deere & Co
DE
+$618K
5
BABA icon
Alibaba
BABA
+$573K

Top Sells

1
+$2.34M
2
+$2.29M
3
+$2.11M
4
BWA icon
BorgWarner
BWA
+$1.04M
5
ATVI
Activision Blizzard
ATVI
+$982K

Sector Composition

1 Technology 20.3%
2 Financials 10.71%
3 Healthcare 9.52%
4 Communication Services 7.75%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$696K 0.41%
11,767
+2,332
77
$674K 0.4%
5,072
-3,267
78
$665K 0.39%
9,812
+773
79
$649K 0.38%
2,714
+49
80
$648K 0.38%
3,557
-212
81
$634K 0.37%
9,858
-432
82
$619K 0.36%
27,096
+1,108
83
$598K 0.35%
10,510
+10
84
$584K 0.34%
5,413
-570
85
$573K 0.34%
+3,868
86
$567K 0.33%
8,119
+1,159
87
$558K 0.33%
5,906
+295
88
$549K 0.32%
12,753
-2,052
89
$532K 0.31%
731
90
$523K 0.31%
2,668
-1,614
91
$503K 0.3%
2,517
-51
92
$496K 0.29%
29,672
+1,071
93
$479K 0.28%
+13,417
94
$470K 0.28%
2,229
+541
95
$449K 0.26%
8,706
-80
96
$446K 0.26%
6,028
97
$436K 0.26%
8,187
-5,985
98
$426K 0.25%
1,451
+10
99
$401K 0.24%
1,752
+10
100
$395K 0.23%
+7,719
2 3
4
5 6