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
$133M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$461K
2
+$457K
3
+$454K
4
NKE icon
Nike
NKE
+$400K
5
BLK icon
Blackrock
BLK
+$388K

Top Sells

1
+$538K
2
+$345K
3
+$126K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$121K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$110K

Sector Composition

1 Financials 15.16%
2 Technology 13.83%
3 Healthcare 11.72%
4 Industrials 10.77%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$187K 0.14%
+6,500
102
$186K 0.14%
+2,423
103
$183K 0.14%
+2,452
104
$182K 0.14%
+1,756
105
$171K 0.13%
+2,808
106
$168K 0.13%
+925
107
$167K 0.13%
+3,227
108
$167K 0.13%
+4,195
109
$154K 0.12%
+804
110
$152K 0.11%
+1,887
111
$151K 0.11%
+1,880
112
$147K 0.11%
+1,105
113
$143K 0.11%
+1,168
114
$139K 0.1%
+4,000
115
$139K 0.1%
+465
116
$135K 0.1%
+5,430
117
$132K 0.1%
+2,279
118
$129K 0.1%
+362
119
$128K 0.1%
+5,670
120
$128K 0.1%
+1,470
121
$127K 0.1%
+3,464
122
$126K 0.09%
+696
123
$125K 0.09%
+1,205
124
$125K 0.09%
+4,828
125
$120K 0.09%
+883
3 4
5
6 7