LHC
Little House Capital Portfolio holdings
AUM
$399M
1-Year Return
22.27%
This Quarter Return
+8.37%
1 Year Return
+22.27%
3 Year Return
+82.34%
5 Year Return
+142.05%
10 Year Return
–
AUM
$202M
AUM Growth
+$14.2M
(+7.6%)
Cap. Flow
+$2.1M
Cap. Flow
% of AUM
1.04%
Top 10 Holdings %
Top 10 Hldgs %
38.54%
Holding
119
New
11
Increased
44
Reduced
47
Closed
13
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.68M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$7.53M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$7.26M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$4.52M |
| 5 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$3.58M |
Top Sells
| 1 |
iShares Russell 2500 ETF
SMMD
|
$8.03M |
| 2 |
iShares Russell Mid-Cap Value ETF
IWS
|
$7.75M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$4.98M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.6M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.62M |
Sector Composition
| 1 | Technology | 17.35% |
| 2 | Healthcare | 10.94% |
| 3 | Financials | 7.86% |
| 4 | Consumer Staples | 5.55% |
| 5 | Industrials | 5.44% |
