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
$320M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.98M
3
+$1.98M
4
AMZN icon
Amazon
AMZN
+$1.88M
5
DELL icon
Dell
DELL
+$1.75M

Top Sells

1
+$2.53M
2
+$2.11M
3
+$1.4M
4
PCAR icon
PACCAR
PCAR
+$1.34M
5
TSLA icon
Tesla
TSLA
+$1.22M

Sector Composition

1 Technology 25.88%
2 Financials 9.75%
3 Healthcare 8.34%
4 Communication Services 8.26%
5 Consumer Discretionary 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$413K 0.13%
+29,526
102
$401K 0.13%
5,521
-232
103
$388K 0.12%
3,639
+101
104
$377K 0.12%
1,242
-8,333
105
$372K 0.12%
+9,347
106
$341K 0.11%
2,146
-71
107
$274K 0.09%
1,030
-2,798
108
$271K 0.08%
5,058
-213
109
$259K 0.08%
616
110
$234K 0.07%
1,032
-843
111
$222K 0.07%
5,341
-12,930
112
$219K 0.07%
731
113
$212K 0.07%
+11,082
114
$202K 0.06%
1,430
-246
115
$201K 0.06%
10,350
116
$23.3K 0.01%
1,292
+92
117
– –
-2,285
118
– –
-4,278
119
– –
-5,876
120
– –
-6,963
121
– –
-7,675
122
– –
-44,743
123
– –
-46,529
124
– –
-1,370
125
– –
-22,852
2 3 4
5
6