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
$133M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$461K
2
+$457K
3
+$454K
4
NKE icon
Nike
NKE
+$400K
5
BLK icon
Blackrock
BLK
+$388K

Top Sells

1
+$538K
2
+$345K
3
+$126K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$121K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$110K

Sector Composition

1 Financials 15.16%
2 Technology 13.83%
3 Healthcare 11.72%
4 Industrials 10.77%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$118K 0.09%
+946
127
$116K 0.09%
+8,471
128
$115K 0.09%
+66
129
$115K 0.09%
+1,180
130
$113K 0.08%
+4,396
131
$102K 0.08%
+565
132
$102K 0.08%
+425
133
$100K 0.07%
+799
134
$95K 0.07%
+4,746
135
$94K 0.07%
+1,854
136
$91K 0.07%
+690
137
$91K 0.07%
+1,300
138
$88K 0.07%
+682
139
$87K 0.07%
+796
140
$87K 0.07%
+1,313
141
$85K 0.06%
+790
142
$85K 0.06%
+318
143
$84K 0.06%
+1,262
144
$79K 0.06%
+2,171
145
$77K 0.06%
+3,049
146
$75K 0.06%
+2,282
147
$75K 0.06%
+1,401
148
$69K 0.05%
+2,536
149
$67K 0.05%
+639
150
$67K 0.05%
+805
4 5
6
7 8