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
$188M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$956K
2
+$876K
3
+$727K
4
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$717K
5
MSFT icon
Microsoft
MSFT
+$704K

Top Sells

1
+$1.62M
2
+$1.61M
3
+$1.06M
4
QCOM icon
Qualcomm
QCOM
+$577K
5
NFLX icon
Netflix
NFLX
+$399K

Sector Composition

1 Technology 18.21%
2 Healthcare 10.55%
3 Financials 7.54%
4 Communication Services 6%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$267K 0.14%
3,169
-39
102
$257K 0.14%
1,930
+50
103
$256K 0.14%
7,773
+164
104
$237K 0.13%
3,300
-49
105
$231K 0.12%
2,866
106
$222K 0.12%
731
107
$210K 0.11%
400
108
$96K 0.05%
11,000
109
– –
-8,921
110
– –
-49,067
111
– –
-22,840
112
– –
-4,520
113
– –
-22,399
1 2 3 4
5