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
$349M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.28M
3
+$3.17M
4
AAPL icon
Apple
AAPL
+$3.04M
5
RTX icon
RTX Corp
RTX
+$1.72M

Top Sells

1
+$4.76M
2
+$4.68M
3
+$1.89M
4
HLT icon
Hilton Worldwide
HLT
+$1.22M
5
JPM icon
JPMorgan Chase
JPM
+$1.15M

Sector Composition

1 Technology 26.16%
2 Financials 9.55%
3 Healthcare 8.47%
4 Communication Services 7.99%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$333K 0.1%
3,460
-1,826
102
$294K 0.08%
5,114
+56
103
$292K 0.08%
616
104
$256K 0.07%
11,619
+537
105
$244K 0.07%
691
-551
106
$240K 0.07%
10,350
107
$209K 0.06%
3,229
-2,637
108
$204K 0.06%
631
-100
109
$201K 0.06%
+615
110
$32.6K 0.01%
1,392
+100
111
$24.4K 0.01%
+10,000
112
– –
-2,436
113
– –
-3,567
114
– –
-9,347
115
– –
-5,341
116
– –
-5,597
117
– –
-11,841
118
– –
-1,430
119
– –
-10,237
120
– –
-1,032
121
– –
-13,845
122
– –
-5,902
123
– –
-1,030
1 2 3 4
5