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
$349M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.28M
3
+$3.17M
4
AAPL icon
Apple
AAPL
+$3.04M
5
RTX icon
RTX Corp
RTX
+$1.72M

Top Sells

1
+$4.76M
2
+$4.68M
3
+$1.89M
4
HLT icon
Hilton Worldwide
HLT
+$1.22M
5
JPM icon
JPMorgan Chase
JPM
+$1.15M

Sector Composition

1 Technology 26.16%
2 Financials 9.55%
3 Healthcare 8.47%
4 Communication Services 7.99%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.08M 0.31%
1,294
+368
77
$988K 0.28%
33,436
+10,817
78
$987K 0.28%
11,063
+134
79
$964K 0.28%
20,581
+539
80
$938K 0.27%
5,288
+1,095
81
$925K 0.27%
11,488
+2,130
82
$875K 0.25%
9,141
83
$861K 0.25%
5,040
84
$846K 0.24%
2,255
+41
85
$826K 0.24%
2,125
-547
86
$822K 0.24%
1,828
-148
87
$814K 0.23%
+1,288
88
$756K 0.22%
1,460
-1,520
89
$724K 0.21%
7,710
-364
90
$605K 0.17%
1,171
-99
91
$590K 0.17%
+2,375
92
$571K 0.16%
400
93
$547K 0.16%
2,201
94
$512K 0.15%
4,370
-335
95
$484K 0.14%
29,526
96
$484K 0.14%
1,460
97
$475K 0.14%
7,011
+135
98
$436K 0.13%
5,582
+61
99
$423K 0.12%
2,241
+95
100
$411K 0.12%
3,788
+149
1 2 3
4
5