LHC

Little House Capital Portfolio holdings

AUM $398M
1-Year Est. Return 25.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.03M
3
+$1.64M
4
NFLX icon
Netflix
NFLX
+$1.42M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.4M

Top Sells

1
+$3.02M
2
+$2.16M
3
+$2.06M
4
AAPL icon
Apple
AAPL
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.55M

Sector Composition

1 Technology 24.82%
2 Financials 10.93%
3 Communication Services 8.04%
4 Industrials 6.26%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.16M 0.29%
49,607
-227
77
$1.15M 0.29%
52,430
-12
78
$1.15M 0.29%
54,654
+152
79
$1.14M 0.29%
45,234
-65
80
$1.12M 0.28%
43,419
+29
81
$1.11M 0.28%
12,774
-83
82
$1.07M 0.27%
4,640
+317
83
$1.06M 0.26%
+1,378
84
$1.05M 0.26%
40,342
+37
85
$1.05M 0.26%
9,789
+424
86
$1.03M 0.26%
+3,293
87
$1.03M 0.26%
7,557
-7,187
88
$1.02M 0.25%
12,083
+409
89
$998K 0.25%
+6,393
90
$966K 0.24%
1,206
-208
91
$930K 0.23%
36,593
-395
92
$924K 0.23%
15,097
+788
93
$891K 0.22%
2,036
-20
94
$843K 0.21%
1,572
+170
95
$838K 0.21%
+9,217
96
$795K 0.2%
1,507
+82
97
$774K 0.19%
1,822
-108
98
$766K 0.19%
+1,433
99
$756K 0.19%
16,920
-841
100
$698K 0.17%
2,556
+30
2 3
4
5 6