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
$186M
AUM Growth
-$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$5.58M
3
+$3.93M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.42M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$2.57M

Top Sells

1
+$2.88M
2
+$2.69M
3
+$2.67M
4
CMDY icon
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
+$2.27M
5
AXP icon
American Express
AXP
+$2.14M

Sector Composition

1 Technology 18.9%
2 Healthcare 10.51%
3 Financials 7.6%
4 Communication Services 7.03%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$645K 0.35%
12,312
-347
77
$634K 0.34%
2,573
+403
78
$577K 0.31%
4,520
-4,476
79
$565K 0.3%
+10,261
80
$561K 0.3%
12,233
-1,157
81
$551K 0.3%
2,362
+463
82
$535K 0.29%
1,587
-11
83
$524K 0.28%
3,798
+220
84
$493K 0.27%
2,956
+449
85
$480K 0.26%
4,509
-553
86
$452K 0.24%
6,471
-13,991
87
$442K 0.24%
4,066
+111
88
$437K 0.24%
4,634
-6,104
89
$417K 0.22%
1,138
+94
90
$403K 0.22%
1,046
+80
91
$399K 0.21%
2,284
+1,263
92
$390K 0.21%
1,384
-331
93
$386K 0.21%
+12,320
94
$372K 0.2%
+2,564
95
$342K 0.18%
731
96
$336K 0.18%
+12,850
97
$320K 0.17%
+25,076
98
$319K 0.17%
3,989
-274
99
$316K 0.17%
5,228
100
$315K 0.17%
+3,964
2 3
4
5 6