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
$274M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$4.56M
2 +$1.32M
3 +$973K
4
AAPL icon
Apple
AAPL
+$788K
5
PANW icon
Palo Alto Networks
PANW
+$769K

Top Sells

1 +$1.58M
2 +$1.43M
3 +$1.09M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.07M
5
DHR icon
Danaher
DHR
+$812K

Sector Composition

1 Technology 23.13%
2 Financials 9.83%
3 Healthcare 8.71%
4 Consumer Discretionary 6.7%
5 Communication Services 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,255