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
$364M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.73M
3
+$3.79M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.62M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$3.6M

Top Sells

1
+$12.1M
2
+$7.83M
3
+$3.59M
4
DLR icon
Digital Realty Trust
DLR
+$2.83M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.52M

Sector Composition

1 Technology 21.53%
2 Financials 11.42%
3 Healthcare 7.04%
4 Communication Services 6.91%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.31%
45,299
-3,423
77
$1.13M 0.31%
54,502
+1,593
78
$1.12M 0.31%
6,580
+1,540
79
$1.11M 0.3%
43,390
-1,524
80
$1.11M 0.3%
35,488
+1,721
81
$1.09M 0.3%
2,500
+663
82
$1.06M 0.29%
16,764
+5,012
83
$1.04M 0.29%
+40,305
84
$1.02M 0.28%
+4,323
85
$1.01M 0.28%
+2,150
86
$961K 0.26%
11,674
+608
87
$945K 0.26%
+9,365
88
$940K 0.26%
+1,181
89
$937K 0.26%
+1,414
90
$934K 0.26%
36,988
-5
91
$903K 0.25%
1,888
+644
92
$854K 0.23%
+9,118
93
$800K 0.22%
17,761
-207
94
$783K 0.22%
8,897
-9
95
$774K 0.21%
+3,044
96
$772K 0.21%
+3,307
97
$739K 0.2%
+3,299
98
$728K 0.2%
3,121
-18
99
$724K 0.2%
1,425
+254
100
$706K 0.19%
+2,337
2 3
4
5 6