LHC
Little House Capital Portfolio holdings
AUM
$399M
1-Year Return
22.27%
This Quarter Return
+13.36%
1 Year Return
+22.27%
3 Year Return
+82.34%
5 Year Return
+142.05%
10 Year Return
–
AUM
$399M
AUM Growth
+$35.4M
(+9.7%)
Cap. Flow
+$1.5M
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
34.87%
Holding
141
New
10
Increased
64
Reduced
41
Closed
20
Top Buys
| 1 |
TSMC
TSM
|
+$2.74M |
| 2 |
Johnson & Johnson
JNJ
|
+$2.03M |
| 3 |
GE Aerospace
GE
|
+$1.64M |
| 4 |
Netflix
NFLX
|
+$1.42M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.4M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$3.02M |
| 2 |
ConocoPhillips
COP
|
+$2.16M |
| 3 |
Starbucks
SBUX
|
+$2.06M |
| 4 |
Apple
AAPL
|
+$1.84M |
| 5 |
JPMorgan Chase
JPM
|
+$1.55M |
Sector Composition
| 1 | Technology | 24.82% |
| 2 | Financials | 10.93% |
| 3 | Communication Services | 8.04% |
| 4 | Industrials | 6.26% |
| 5 | Consumer Discretionary | 5.52% |
