LHC

Little House Capital Portfolio holdings

AUM $387M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.76M
3
+$1.64M
4
ASML icon
ASML
ASML
+$1.32M
5
CVX icon
Chevron
CVX
+$1.3M

Top Sells

1
+$3.37M
2
+$3.07M
3
+$2.9M
4
ORCL icon
Oracle
ORCL
+$2.86M
5
CB icon
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
– –
-6,167
127
– –
-631
128
– –
-68,968
129
– –
-9,433
130
– –
-5,647
131
– –
-2,144
132
– –
-2,585
133
– –
-10,478
2 3 4 5
6