LHC

Little House Capital Portfolio holdings

AUM $399M
1-Year Est. Return 22.27%
This Quarter Est. Return
1 Year Est. Return
+22.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Sells

1 +$2.58M
2 +$2.45M
3 +$2.44M
4
WM icon
Waste Management
WM
+$2.29M
5
DIS icon
Walt Disney
DIS
+$2.24M

Sector Composition

1 Technology 15.18%
2 Financials 10.31%
3 Healthcare 6.14%
4 Consumer Discretionary 5.08%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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