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
$243M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$2.21M
3
+$1.88M
4
EMR icon
Emerson Electric
EMR
+$1.69M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.58M

Top Sells

1
+$3.25M
2
+$2.69M
3
+$2.07M
4
AEP icon
American Electric Power
AEP
+$2.04M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.66M

Sector Composition

1 Technology 20.64%
2 Financials 9.46%
3 Healthcare 9.22%
4 Consumer Discretionary 6.09%
5 Communication Services 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,887
127
– –
-3,256
2 3 4 5
6