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
$212M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.48M
3
+$1.78M
4
TSM icon
TSMC
TSM
+$1.44M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.36M

Top Sells

1
+$7.98M
2
+$2.27M
3
+$2.03M
4
COP icon
ConocoPhillips
COP
+$1.83M
5
AES icon
AES
AES
+$1.52M

Sector Composition

1 Technology 19.55%
2 Financials 9.09%
3 Healthcare 8.9%
4 Consumer Discretionary 6.74%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,640
127
– –
-1,018
128
– –
-2,638
2 3 4 5
6