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
$243M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$2.02M
3
+$1.85M
4
EMR icon
Emerson Electric
EMR
+$1.72M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.58M

Top Sells

1
+$3.25M
2
+$2.69M
3
+$2.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.97M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.66M

Sector Composition

1 Technology 20.64%
2 Financials 9.46%
3 Healthcare 9.22%
4 Consumer Discretionary 6.09%
5 Communication Services 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$870K 0.36%
5,790
-1,136
77
$840K 0.34%
4,271
-913
78
$829K 0.34%
9,395
+543
79
$825K 0.34%
1,615
-310
80
$760K 0.31%
2,858
-80
81
$750K 0.31%
11,960
-1,980
82
$729K 0.3%
+1,357
83
$725K 0.3%
+1,920
84
$644K 0.26%
8,471
+2,173
85
$642K 0.26%
+11,638
86
$628K 0.26%
+1,066
87
$625K 0.26%
9,141
88
$570K 0.23%
+2,808
89
$537K 0.22%
3,444
+170
90
$528K 0.22%
+7,298
91
$508K 0.21%
1,461
+42
92
$497K 0.2%
+7,309
93
$454K 0.19%
+7,981
94
$428K 0.18%
+4,703
95
$405K 0.17%
3,948
-4,623
96
$401K 0.16%
1,880
97
$399K 0.16%
1,036
-777
98
$389K 0.16%
+1,881
99
$377K 0.15%
+3,555
100
$370K 0.15%
+2,255
2 3
4
5 6