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
$185M
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.94M
3
+$2.84M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$2.73M
5
DIS icon
Walt Disney
DIS
+$2.65M

Top Sells

1
+$14.8M
2
+$11.3M
3
+$9.8M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$8.89M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.67M

Sector Composition

1 Technology 20.31%
2 Financials 10.94%
3 Healthcare 9.21%
4 Communication Services 8.18%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$479K 0.26%
+5,227
102
$478K 0.26%
+905
103
$458K 0.25%
+8,786
104
$449K 0.24%
+1,441
105
$438K 0.24%
+6,028
106
$421K 0.23%
+1,742
107
$413K 0.22%
+15,652
108
$407K 0.22%
+1,029
109
$395K 0.21%
+1,688
110
$359K 0.19%
+2,424
111
$348K 0.19%
+594
112
$335K 0.18%
1,164
-11,876
113
$325K 0.18%
1,355
+289
114
$322K 0.17%
+586
115
$316K 0.17%
+2,728
116
$316K 0.17%
5,537
-65,814
117
$308K 0.17%
+1,355
118
$304K 0.16%
+4,421
119
$300K 0.16%
+3,495
120
$293K 0.16%
+832
121
$290K 0.16%
1,264
-18,105
122
$284K 0.15%
1,916
-27,953
123
$279K 0.15%
+3,828
124
$269K 0.15%
+1,053
125
$266K 0.14%
+6,210
3 4
5
6 7