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
$302M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$4.49M
3
+$3.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.55M
5
DLR icon
Digital Realty Trust
DLR
+$2.44M

Top Sells

1
+$9.48M
2
+$6.71M
3
+$4.72M
4
SCHW icon
Charles Schwab
SCHW
+$3.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.63M

Sector Composition

1 Technology 23.18%
2 Financials 9.91%
3 Healthcare 8.69%
4 Communication Services 7.65%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.33%
40,655
-7,196
77
$991K 0.33%
18,271
+4,548
78
$967K 0.32%
34,850
+2,976
79
$951K 0.32%
20,462
+263
80
$932K 0.31%
+7,322
81
$927K 0.31%
+36,388
82
$914K 0.3%
942
-128
83
$911K 0.3%
3,034
+241
84
$784K 0.26%
2,327
-699
85
$772K 0.26%
9,141
86
$753K 0.25%
+7,675
87
$735K 0.24%
+7,658
88
$730K 0.24%
5,140
-76
89
$721K 0.24%
7,933
+490
90
$712K 0.24%
10,660
-1,866
91
$699K 0.23%
+10,753
92
$698K 0.23%
+1,965
93
$668K 0.22%
+5,858
94
$653K 0.22%
+6,946
95
$621K 0.21%
7,709
+474
96
$604K 0.2%
2,393
-4,137
97
$590K 0.2%
8,162
-44,256
98
$585K 0.19%
+2,296
99
$555K 0.18%
+3,365
100
$540K 0.18%
1,270
2 3
4
5 6