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
$188M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$956K
2
+$876K
3
+$727K
4
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$717K
5
MSFT icon
Microsoft
MSFT
+$704K

Top Sells

1
+$1.62M
2
+$1.61M
3
+$1.06M
4
QCOM icon
Qualcomm
QCOM
+$577K
5
NFLX icon
Netflix
NFLX
+$399K

Sector Composition

1 Technology 18.21%
2 Healthcare 10.55%
3 Financials 7.54%
4 Communication Services 6%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$612K 0.33%
3,891
+93
77
$610K 0.32%
20,300
+7,450
78
$604K 0.32%
13,724
+1,491
79
$601K 0.32%
3,679
+723
80
$561K 0.3%
1,448
+402
81
$540K 0.29%
12,330
+18
82
$529K 0.28%
9,141
+3,913
83
$508K 0.27%
1,663
+76
84
$498K 0.27%
4,851
+342
85
$438K 0.23%
4,531
+465
86
$436K 0.23%
4,624
-10
87
$435K 0.23%
1,581
+443
88
$407K 0.22%
1,407
+23
89
$405K 0.22%
1,450
+484
90
$396K 0.21%
5,226
+1,237
91
$393K 0.21%
8,653
-8,019
92
$388K 0.21%
6,350
-121
93
$375K 0.2%
2,759
+195
94
$360K 0.19%
28,410
+3,334
95
$339K 0.18%
2,658
+178
96
$333K 0.18%
4,546
+582
97
$310K 0.17%
12,591
+271
98
$310K 0.17%
+1,882
99
$307K 0.16%
1,173
+173
100
$288K 0.15%
2,600
+398
1 2 3
4
5