LHC

Little House Capital Portfolio holdings

AUM $398M
1-Year Est. Return 25.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.74%
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 +$1.68M
2 +$1.63M
3 +$1.32M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.18M
5
RTX icon
RTX Corp
RTX
+$1.12M

Top Sells

1 +$1.12M
2 +$959K
3 +$947K
4
AAPL icon
Apple
AAPL
+$868K
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
-10,000