LHC

Little House Capital Portfolio holdings

AUM $399M
1-Year Est. Return 22.27%
This Quarter Est. Return
1 Year Est. Return
+22.27%
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 +$2.02M
3 +$1.85M
4
EMR icon
Emerson Electric
EMR
+$1.72M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.58M

Top Sells

1 +$3.25M
2 +$2.69M
3 +$2.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.97M
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
-4,468
127
-33,133