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
$109M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.72M
2 +$1.69M
3 +$1.46M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.28M
5
RTX icon
RTX Corp
RTX
+$1.1M

Top Sells

1 +$1.26M
2 +$1.02M
3 +$959K
4
CAT icon
Caterpillar
CAT
+$947K
5
NVS icon
Novartis
NVS
+$687K

Sector Composition

1 Technology 22.91%
2 Financials 12.43%
3 Healthcare 11.63%
4 Consumer Discretionary 9.2%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-995