LHC

Little House Capital Portfolio holdings

AUM $435M
1-Year Est. Return 25.59%
This Quarter Est. Return
1 Year Est. Return
+25.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.48M
3
+$1.78M
4
TSM icon
TSMC
TSM
+$1.44M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.36M

Top Sells

1
+$7.98M
2
+$2.27M
3
+$2.03M
4
COP icon
ConocoPhillips
COP
+$1.83M
5
AES icon
AES
AES
+$1.52M

Sector Composition

1 Technology 19.55%
2 Financials 9.09%
3 Healthcare 8.9%
4 Consumer Discretionary 6.74%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$783K 0.37%
14,944
+11,644
77
$780K 0.37%
10,286
-5,452
78
$772K 0.36%
+10,452
79
$738K 0.35%
13,930
-3,120
80
$654K 0.31%
1,795
+415
81
$604K 0.28%
3,113
-96
82
$584K 0.27%
9,141
83
$566K 0.27%
3,103
-3,761
84
$562K 0.26%
+2,940
85
$555K 0.26%
+2,776
86
$554K 0.26%
+2,267
87
$518K 0.24%
2,443
+14
88
$515K 0.24%
12,630
+346
89
$513K 0.24%
2,603
+70
90
$507K 0.24%
+1,509
91
$504K 0.24%
6,282
+1,061
92
$473K 0.22%
4,728
+128
93
$443K 0.21%
1,405
+12
94
$434K 0.2%
+10,038
95
$434K 0.2%
4,666
-45
96
$433K 0.2%
1,747
-579
97
$322K 0.15%
1,880
-20
98
$304K 0.14%
4,545
-187
99
$302K 0.14%
2,897
-5,215
100
$295K 0.14%
400
2 3
4
5 6