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
$150K
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$201
2
+$194
3
+$176
4
MSFT icon
Microsoft
MSFT
+$166
5
PSA icon
Public Storage
PSA
+$150

Top Sells

1
+$2.52M
2
+$1.19M
3
+$925K
4
LNG icon
Cheniere Energy
LNG
+$275K
5
DD icon
DuPont de Nemours
DD
+$275K

Sector Composition

1 Healthcare 20.18%
2 Technology 13.58%
3 Financials 12.59%
4 Industrials 8.49%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$163 0.11%
10,000
-2,483
102
$126 0.08%
+11,000
103
$9 0.01%
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104
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3 4
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