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
$320M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.98M
3
+$1.98M
4
AMZN icon
Amazon
AMZN
+$1.88M
5
DELL icon
Dell
DELL
+$1.75M

Top Sells

1
+$2.53M
2
+$2.11M
3
+$1.4M
4
PCAR icon
PACCAR
PCAR
+$1.34M
5
TSLA icon
Tesla
TSLA
+$1.22M

Sector Composition

1 Technology 25.88%
2 Financials 9.75%
3 Healthcare 8.34%
4 Communication Services 8.26%
5 Consumer Discretionary 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,089
127
– –
-6,946
128
– –
-3,756
129
– –
-10,826
130
– –
-1,942
131
– –
-7,658
132
– –
-26,148
2 3 4 5
6