LHC
Little House Capital Portfolio holdings
AUM
$399M
1-Year Est. Return
22.27%
1 Year Est. Return
+22.27%
AUM
$399M
AUM Growth
+$35.4M
(+9.7%)
Holding
141
Top Buys
| 1 | +$2.74M | |
| 2 | +$2.03M | |
| 3 | +$1.64M | |
| 4 |
Netflix
NFLX
|
+$1.42M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.4M |
Top Sells
| 1 | +$3.02M | |
| 2 | +$2.16M | |
| 3 | +$2.06M | |
| 4 |
Apple
AAPL
|
+$1.84M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Fiserv
FI
$66.1B
| – | – |
-2,820
|
|
||
127
First Trust Value Line Dividend Fund
FVD
$9B
| – | – |
-4,982
|
|
||
128
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.27B
| – | – |
-3,051
|
|
||
129
iShares Core High Dividend ETF
HDV
$11.7B
| – | – |
-3,100
|
|
||
130
Lam Research
LRCX
$178B
| – | – |
-19,199
|
|
||
131
ServiceNow
NOW
$188B
| – | – |
-1,181
|
|
||
132
PACCAR
PCAR
$49.7B
| – | – |
-14,206
|
|
||
133
Phillips 66
PSX
$52.2B
| – | – |
-1,904
|
|
||
134
ResMed
RMD
$39.1B
| – | – |
-3,299
|
|
||
135
Starbucks
SBUX
$97B
| – | – |
-20,960
|
|
||
136
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
| – | – |
-7,470
|
|
||
137
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.9B
| – | – |
-11,185
|
|
||
138
UnitedHealth
UNH
$323B
| – | – |
-5,773
|
|
||
139
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
| – | – |
-29,608
|
|
||
140
Workday
WDAY
$62.5B
| – | – |
-3,307
|
|
||
141
Financial Select Sector SPDR Fund
XLF
$53.7B
| – | – |
-4,712
|
|