LHC

Little House Capital Portfolio holdings

AUM $399M
1-Year Est. Return 22.27%
This Quarter Est. Return
1 Year Est. Return
+22.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$4.26M
2 +$959K
3 +$699K
4
DE icon
Deere & Co
DE
+$618K
5
BABA icon
Alibaba
BABA
+$573K

Top Sells

1 +$2.34M
2 +$2.29M
3 +$2.11M
4
BWA icon
BorgWarner
BWA
+$1.04M
5
ATVI
Activision Blizzard
ATVI
+$982K

Sector Composition

1 Technology 20.3%
2 Financials 10.71%
3 Healthcare 9.52%
4 Communication Services 7.75%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,690
152
-10,291