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
$133M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$461K
2
+$457K
3
+$454K
4
NKE icon
Nike
NKE
+$400K
5
BLK icon
Blackrock
BLK
+$388K

Top Sells

1
+$538K
2
+$345K
3
+$126K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$121K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$110K

Sector Composition

1 Financials 15.16%
2 Technology 13.83%
3 Healthcare 11.72%
4 Industrials 10.77%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$66K 0.05%
+192
152
$64K 0.05%
+2,000
153
$64K 0.05%
+878
154
$61K 0.05%
+581
155
$61K 0.05%
+500
156
$60K 0.05%
+1,261
157
$60K 0.05%
+291
158
$60K 0.05%
+744
159
$60K 0.05%
+718
160
$59K 0.04%
+731
161
$56K 0.04%
+1,279
162
$55K 0.04%
+864
163
$53K 0.04%
+1,939
164
$51K 0.04%
+1,095
165
$47K 0.04%
+1,584
166
$47K 0.04%
+1,002
167
$44K 0.03%
+360
168
$43K 0.03%
+288
169
$43K 0.03%
+548
170
$43K 0.03%
+685
171
$42K 0.03%
+600
172
$42K 0.03%
+660
173
$41K 0.03%
+4,678
174
$41K 0.03%
+836
175
$38K 0.03%
+313
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