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
$274M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.32M
3
+$973K
4
AAPL icon
Apple
AAPL
+$788K
5
PANW icon
Palo Alto Networks
PANW
+$769K

Top Sells

1
+$1.58M
2
+$1.43M
3
+$1.09M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.07M
5
DHR icon
Danaher
DHR
+$812K

Sector Composition

1 Technology 23.13%
2 Financials 9.83%
3 Healthcare 8.71%
4 Consumer Discretionary 6.7%
5 Communication Services 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$944K 0.34%
2,320
+859
77
$918K 0.33%
31,874
-10,588
78
$917K 0.33%
3,026
+168
79
$915K 0.33%
11,680
-280
80
$836K 0.31%
8,914
-1,283
81
$810K 0.3%
1,070
+4
82
$769K 0.28%
+5,216
83
$766K 0.28%
12,526
+4,545
84
$704K 0.26%
13,723
-1,475
85
$686K 0.25%
9,141
86
$681K 0.25%
2,793
-15
87
$638K 0.23%
11,101
-537
88
$588K 0.21%
7,235
-1,236
89
$575K 0.21%
7,443
+134
90
$570K 0.21%
4,980
+277
91
$559K 0.2%
+1,270
92
$496K 0.18%
3,151
-293
93
$467K 0.17%
913
-123
94
$463K 0.17%
+5,136
95
$453K 0.17%
1,862
-19
96
$425K 0.15%
3,919
-29
97
$417K 0.15%
3,597
+42
98
$405K 0.15%
400
99
$399K 0.15%
5,678
+221
100
$394K 0.14%
6,395
+276
2 3
4
5 6