LHC
Little House Capital Portfolio holdings
AUM
$399M
This Quarter Return
+6.41%
1 Year Return
+22.27%
3 Year Return
+82.34%
5 Year Return
+142.05%
10 Year Return
–
AUM
$283M
AUM Growth
+$283M
(+109%)
Cap. Flow
+$146M
Cap. Flow
% of AUM
51.57%
Top 10 Holdings %
Top 10 Hldgs %
35.44%
Holding
170
New
62
Increased
29
Reduced
9
Closed
70
Top Buys
Top Sells
| 1 |
abrdn Physical Gold Shares ETF
SGOL
|
$2.58M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$2.45M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.44M |
| 4 |
Waste Management
WM
|
$2.29M |
| 5 |
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% |
