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
$135M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.44M
3
+$1.79M
4
TSM icon
TSMC
TSM
+$1.35M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.27M

Top Sells

1
+$2.52M
2
+$2.3M
3
+$1.85M
4
VTWG icon
Vanguard Russell 2000 Growth ETF
VTWG
+$1.74M
5
CVX icon
Chevron
CVX
+$1.5M

Sector Composition

1 Technology 23.52%
2 Healthcare 11.31%
3 Financials 11.21%
4 Consumer Discretionary 9.44%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$226K 0.17%
+4,443
102
$224K 0.17%
+834
103
$220K 0.16%
2,965
-13,623
104
$219K 0.16%
2,598
-17,833
105
$219K 0.16%
1,690
-448
106
$211K 0.16%
+1,804
107
$201K 0.15%
+1,919
108
$125K 0.09%
11,000
109
– –
-19,504
110
– –
-4,975
111
– –
-2,906
112
– –
-1,539
113
– –
-3,360
114
– –
-937
115
– –
-26,942
1 2 3 4
5