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
$302M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$4.49M
3
+$3.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.55M
5
DLR icon
Digital Realty Trust
DLR
+$2.44M

Top Sells

1
+$9.48M
2
+$6.71M
3
+$4.72M
4
SCHW icon
Charles Schwab
SCHW
+$3.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.63M

Sector Composition

1 Technology 23.18%
2 Financials 9.91%
3 Healthcare 8.69%
4 Communication Services 7.65%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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