LHC
Little House Capital Portfolio holdings
AUM $399M
1-Year Return
22.27%
This Quarter Return
+19.52%
1 Year Return
+22.27%
3 Year Return
+82.34%
5 Year Return
+142.05%
10 Year Return
–
AUM
$109M
AUM Growth
+$16.7M
(+18%)
Cap. Flow
+$1.06M
Cap. Flow
% of AUM
0.97%
Top 10 Holdings %
Top 10 Hldgs %
32.74%
Holding
101
New
23
Increased
19
Reduced
46
Closed
13
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.72M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.69M |
| 3 |
Vanguard Russell 2000 Growth ETF
VTWG
|
+$1.46M |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$1.29M |
| 5 |
RTX Corp
RTX
|
+$1.11M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$1.26M |
| 2 |
Apple
AAPL
|
+$1.02M |
| 3 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
+$959K |
| 4 |
Caterpillar
CAT
|
+$947K |
| 5 |
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% |