LHC

Little House Capital Portfolio holdings

AUM $398M
1-Year Est. Return 25.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.03M
3
+$1.64M
4
NFLX icon
Netflix
NFLX
+$1.42M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.4M

Top Sells

1
+$3.02M
2
+$2.16M
3
+$2.06M
4
AAPL icon
Apple
AAPL
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.55M

Sector Composition

1 Technology 24.82%
2 Financials 10.93%
3 Communication Services 8.04%
4 Industrials 6.26%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$608K 0.15%
400
102
$581K 0.15%
5,564
+117
103
$451K 0.11%
29,526
104
$446K 0.11%
4,134
-474
105
$431K 0.11%
3,913
106
$414K 0.1%
6,108
-1,437
107
$401K 0.1%
1,858
-36
108
$347K 0.09%
1,757
-206
109
$316K 0.08%
3,789
-1,118
110
$306K 0.08%
3,333
-10,820
111
$296K 0.07%
591
112
$290K 0.07%
+548
113
$287K 0.07%
3,143
-86
114
$258K 0.06%
631
115
$243K 0.06%
2,585
-6,533
116
$224K 0.06%
5,647
-9,865
117
$218K 0.05%
10,350
118
$209K 0.05%
3,482
-1,020
119
$205K 0.05%
2,784
-2,564
120
$200K 0.05%
+2,144
121
$77.4K 0.02%
17,677
+2,000
122
– –
-4,712
123
– –
-3,307
124
– –
-29,608
125
– –
-5,773
2 3 4
5
6