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
$350M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$1.28M
3
+$1.23M
4
SO icon
Southern Company
SO
+$948K
5
CRH icon
CRH
CRH
+$824K

Top Sells

1
+$2.98M
2
+$2.57M
3
+$2.12M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.89M
5
DUK icon
Duke Energy
DUK
+$1.5M

Sector Composition

1 Technology 26.21%
2 Financials 10.74%
3 Communication Services 8.23%
4 Consumer Discretionary 6.91%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$824K 0.24%
1,296
+8
77
$824K 0.24%
+8,906
78
$820K 0.23%
17,968
-2,613
79
$807K 0.23%
+3,139
80
$802K 0.23%
11,752
+264
81
$788K 0.23%
2,133
+8
82
$754K 0.22%
+3,145
83
$721K 0.21%
+3,897
84
$715K 0.2%
5,917
-1,486
85
$693K 0.2%
+5,123
86
$643K 0.18%
+1,244
87
$590K 0.17%
2,116
-85
88
$590K 0.17%
+6,393
89
$587K 0.17%
7,512
-198
90
$583K 0.17%
1,171
91
$509K 0.15%
29,526
92
$507K 0.14%
400
93
$470K 0.13%
6,914
-97
94
$400K 0.11%
+3,049
95
$397K 0.11%
3,913
-5,228
96
$393K 0.11%
3,652
-718
97
$390K 0.11%
10,385
-18,804
98
$385K 0.11%
5,483
-99
99
$381K 0.11%
1,624
-751
100
$376K 0.11%
3,528
-260
1 2 3
4
5