LHC

Little House Capital Portfolio holdings

AUM $387M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.76M
3
+$1.64M
4
ASML icon
ASML
ASML
+$1.32M
5
CVX icon
Chevron
CVX
+$1.3M

Top Sells

1
+$3.37M
2
+$3.07M
3
+$2.9M
4
ORCL icon
Oracle
ORCL
+$2.86M
5
CB icon
Chubb
CB
+$1.79M

Sector Composition

1 Technology 27.12%
2 Financials 10.58%
3 Communication Services 8.32%
4 Industrials 5.73%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.27%
46,254
+1,020
77
$1.18M 0.27%
55,713
+1,059
78
$1.18M 0.27%
+17,258
79
$1.16M 0.27%
44,379
+960
80
$1.15M 0.27%
37,061
+644
81
$1.13M 0.26%
4,572
-1,821
82
$1.11M 0.25%
41,811
+1,469
83
$1.1M 0.25%
+38,958
84
$1.06M 0.24%
17,763
-154
85
$1.06M 0.24%
2,122
-880
86
$1.04M 0.24%
+7,929
87
$1.04M 0.24%
1,485
+107
88
$1.03M 0.24%
3,186
-107
89
$1.02M 0.24%
12,264
+181
90
$1.02M 0.23%
7,593
+36
91
$991K 0.23%
15,253
+156
92
$969K 0.22%
9,930
+141
93
$959K 0.22%
1,476
+43
94
$955K 0.22%
37,423
+830
95
$915K 0.21%
+25,924
96
$887K 0.2%
7,576
+288
97
$870K 0.2%
2,062
+26
98
$838K 0.19%
+5,727
99
$831K 0.19%
1,300
-272
100
$802K 0.18%
17,592
+672
2 3
4
5 6