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
$189M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.85M
3
+$1.18M
4
COP icon
ConocoPhillips
COP
+$761K
5
AXP icon
American Express
AXP
+$744K

Top Sells

1
+$1.21M
2
+$1.16M
3
+$621K
4
VZ icon
Verizon
VZ
+$588K
5
BABA icon
Alibaba
BABA
+$573K

Sector Composition

1 Technology 22.85%
2 Healthcare 9.71%
3 Financials 9.54%
4 Consumer Discretionary 8.05%
5 Communication Services 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$737K 0.39%
26,041
-431
77
$737K 0.39%
29,313
-565
78
$735K 0.39%
27,660
-438
79
$734K 0.39%
28,145
-436
80
$732K 0.39%
27,707
-425
81
$726K 0.38%
28,268
-454
82
$722K 0.38%
2,864
+196
83
$714K 0.38%
11,455
-312
84
$662K 0.35%
9,118
+999
85
$652K 0.34%
4,875
-197
86
$634K 0.34%
2,570
+53
87
$621K 0.33%
+29,920
88
$587K 0.31%
2,337
+108
89
$568K 0.3%
1,001
+129
90
$568K 0.3%
14,449
+1,032
91
$512K 0.27%
8,406
+687
92
$504K 0.27%
6,028
93
$493K 0.26%
5,313
-593
94
$484K 0.26%
3,366
-236
95
$477K 0.25%
731
96
$471K 0.25%
1,606
+155
97
$463K 0.24%
4,718
+883
98
$461K 0.24%
690
+247
99
$456K 0.24%
703
+173
100
$450K 0.24%
747
+110
2 3
4
5 6