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
$274M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.32M
3
+$973K
4
AAPL icon
Apple
AAPL
+$788K
5
PANW icon
Palo Alto Networks
PANW
+$769K

Top Sells

1
+$1.58M
2
+$1.43M
3
+$1.09M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.07M
5
DHR icon
Danaher
DHR
+$812K

Sector Composition

1 Technology 23.13%
2 Financials 9.83%
3 Healthcare 8.71%
4 Consumer Discretionary 6.7%
5 Communication Services 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$389K 0.14%
4,308
-247
102
$352K 0.13%
1,460
-420
103
$341K 0.12%
+1,139
104
$326K 0.12%
1,913
-277
105
$305K 0.11%
5,017
-23,544
106
$301K 0.11%
+2,738
107
$284K 0.1%
731
108
$272K 0.1%
+3,234
109
$269K 0.1%
+1,112
110
$254K 0.09%
929
+20
111
$251K 0.09%
4,960
+233
112
$241K 0.09%
2,506
-219
113
$241K 0.09%
616
-45
114
$239K 0.09%
1,795
+119
115
$229K 0.08%
+1,681
116
$221K 0.08%
10,350
117
$211K 0.08%
+6,262
118
$200K 0.07%
+6,569
119
$169K 0.06%
10,074
-1,499
120
$28.3K 0.01%
1,123
+116
121
– –
-17,234
122
– –
-828
123
– –
-865
124
– –
-21,358
125
– –
-7,298
2 3 4
5
6