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
$132M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$728K
3
+$450K
4
BA icon
Boeing
BA
+$303K
5
COST icon
Costco
COST
+$282K

Top Sells

1
+$485K
2
+$404K
3
+$250K
4
GPC icon
Genuine Parts
GPC
+$223K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$184K

Sector Composition

1 Financials 16.33%
2 Technology 15.25%
3 Healthcare 11.64%
4 Industrials 10.09%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$203K 0.15%
+3,282
102
$201K 0.15%
4,103
103
$156K 0.12%
10,000
104
$127K 0.1%
11,000
105
$8K 0.01%
10,000
106
– –
-32
107
– –
-59
108
– –
-1,370
1 2 3 4
5