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
$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
TDG icon
101
TransDigm Group
TDG
$71.3B
$608K 0.15%
400
MUB icon
102
iShares National Muni Bond ETF
MUB
$40.3B
$581K 0.15%
5,564
+117
EBC icon
103
Eastern Bankshares
EBC
$3.61B
$451K 0.11%
29,526
XOM icon
104
Exxon Mobil
XOM
$479B
$446K 0.11%
4,134
-474
IVW icon
105
iShares S&P 500 Growth ETF
IVW
$65.8B
$431K 0.11%
3,913
SMMD icon
106
iShares Russell 2500 ETF
SMMD
$1.71B
$414K 0.1%
6,108
-1,437
IWM icon
107
iShares Russell 2000 ETF
IWM
$69.9B
$401K 0.1%
1,858
-36
DHR icon
108
Danaher
DHR
$150B
$347K 0.09%
1,757
-206
IEFA icon
109
iShares Core MSCI EAFE ETF
IEFA
$157B
$316K 0.08%
3,789
-1,118
BIL icon
110
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$306K 0.08%
3,333
-10,820
MCO icon
111
Moody's
MCO
$84.5B
$296K 0.07%
591
GEV icon
112
GE Vernova
GEV
$163B
$290K 0.07%
+548
SCHW icon
113
Charles Schwab
SCHW
$171B
$287K 0.07%
3,143
-86
CHTR icon
114
Charter Communications
CHTR
$34.6B
$258K 0.06%
631
USMV icon
115
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$243K 0.06%
2,585
-6,533
SH icon
116
ProShares Short S&P500
SH
$1.2B
$224K 0.06%
5,647
-9,865
KIM icon
117
Kimco Realty
KIM
$14.8B
$218K 0.05%
10,350
IEMG icon
118
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$209K 0.05%
3,482
-1,020
BND icon
119
Vanguard Total Bond Market
BND
$138B
$205K 0.05%
2,784
-2,564
UBER icon
120
Uber
UBER
$192B
$200K 0.05%
+2,144
WULF icon
121
TeraWulf
WULF
$5.71B
$77.4K 0.02%
17,677
+2,000
ACN icon
122
Accenture
ACN
$148B
– –
-662
BLK icon
123
Blackrock
BLK
$180B
– –
-1,243
COP icon
124
ConocoPhillips
COP
$108B
– –
-20,574
DE icon
125
Deere & Co
DE
$124B
– –
-2,150
2 3 4
5
6