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
$320M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.98M
3
+$1.98M
4
AMZN icon
Amazon
AMZN
+$1.88M
5
DELL icon
Dell
DELL
+$1.75M

Top Sells

1
+$2.53M
2
+$2.11M
3
+$1.4M
4
PCAR icon
PACCAR
PCAR
+$1.34M
5
TSLA icon
Tesla
TSLA
+$1.22M

Sector Composition

1 Technology 25.88%
2 Financials 9.75%
3 Healthcare 8.34%
4 Communication Services 8.26%
5 Consumer Discretionary 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$854K 0.27%
5,040
-100
77
$846K 0.26%
9,141
78
$829K 0.26%
+1,928
79
$807K 0.25%
2,214
-113
80
$805K 0.25%
10,929
+269
81
$763K 0.24%
1,976
+11
82
$746K 0.23%
11,841
+1,088
83
$744K 0.23%
10,237
+3,442
84
$668K 0.21%
+4,193
85
$629K 0.2%
8,074
+141
86
$602K 0.19%
+22,619
87
$590K 0.18%
9,358
+407
88
$571K 0.18%
7,147
-562
89
$566K 0.18%
1,270
90
$546K 0.17%
+1,496
91
$543K 0.17%
4,657
+658
92
$542K 0.17%
4,705
+181
93
$541K 0.17%
3,567
+202
94
$537K 0.17%
2,436
+140
95
$532K 0.17%
2,201
-192
96
$525K 0.16%
5,286
-10,976
97
$511K 0.16%
400
98
$458K 0.14%
1,460
99
$432K 0.14%
5,866
-2,296
100
$430K 0.13%
6,876
-301
2 3
4
5 6