LHC
Little House Capital Portfolio holdings
AUM
$398M
1-Year Est. Return
25.74%
This Fund
S&P 500
1 Year Est. Return
+25.74%
AUM
$435M
AUM Growth
+$35.7M
(+9%)
Holding
133
Top Buys
| 1 | +$1.88M | |
| 2 | +$1.76M | |
| 3 | +$1.64M | |
| 4 |
ASML
ASML
|
+$1.32M |
| 5 |
Chevron
CVX
|
+$1.3M |
Top Sells
| 1 | +$3.37M | |
| 2 | +$3.07M | |
| 3 | +$2.9M | |
| 4 |
Oracle
ORCL
|
+$2.86M |
| 5 |
Chubb
CB
|
+$1.79M |
Sector Composition
| 1 | Technology | 27.12% |
| 2 | Financials | 10.58% |
| 3 | Communication Services | 8.32% |
| 4 | Industrials | 5.73% |
| 5 | Consumer Discretionary | 5.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Chubb
CB
$128B
| – | – |
-6,167
|
|
||
127
Charter Communications
CHTR
$26.9B
| – | – |
-631
|
|
||
128
Energy Transfer Partners
ET
$64.5B
| – | – |
-68,968
|
|
||
129
Eaton
ETN
$142B
| – | – |
-9,433
|
|
||
130
Public Storage
PSA
$48.4B
| – | – |
-10,478
|
|
||
131
ProShares Short S&P500
SH
$1.21B
| – | – |
-5,647
|
|
||
132
Uber
UBER
$147B
| – | – |
-2,144
|
|
||
133
iShares MSCI USA Min Vol Factor ETF
USMV
$22.6B
| – | – |
-2,585
|
|