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
$283M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.2M
3
+$8.89M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$8.67M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$8.63M

Top Sells

1
+$2.58M
2
+$2.45M
3
+$2.44M
4
WM icon
Waste Management
WM
+$2.29M
5
DIS icon
Walt Disney
DIS
+$2.24M

Sector Composition

1 Technology 15.18%
2 Financials 10.31%
3 Healthcare 6.14%
4 Consumer Discretionary 5.08%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
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