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
$189M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.85M
3
+$1.18M
4
COP icon
ConocoPhillips
COP
+$761K
5
AXP icon
American Express
AXP
+$744K

Top Sells

1
+$1.21M
2
+$1.16M
3
+$621K
4
VZ icon
Verizon
VZ
+$588K
5
BABA icon
Alibaba
BABA
+$573K

Sector Composition

1 Technology 22.85%
2 Healthcare 9.71%
3 Financials 9.54%
4 Consumer Discretionary 8.05%
5 Communication Services 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$437K 0.23%
8,446
-260
102
$436K 0.23%
1,884
+132
103
$425K 0.22%
2,467
+152
104
$423K 0.22%
+3,604
105
$411K 0.22%
7,987
-200
106
$403K 0.21%
3,500
107
$402K 0.21%
2,313
+68
108
$384K 0.2%
1,566
+11
109
$383K 0.2%
4,964
+150
110
$378K 0.2%
7,746
-655
111
$375K 0.2%
4,303
+533
112
$370K 0.2%
2,627
+337
113
$353K 0.19%
1,607
+292
114
$337K 0.18%
1,514
+250
115
$325K 0.17%
1,880
116
$322K 0.17%
1,407
+79
117
$321K 0.17%
13,201
-13,895
118
$308K 0.16%
1,909
+134
119
$305K 0.16%
4,519
+659
120
$305K 0.16%
+512
121
$295K 0.16%
520
+62
122
$292K 0.15%
6,865
+43
123
$290K 0.15%
4,580
+600
124
$289K 0.15%
15,536
-20,019
125
$289K 0.15%
1,355
2 3 4
5
6