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
176
$38K 0.03%
+556
177
$37K 0.03%
+761
178
$34K 0.03%
+652
179
$34K 0.03%
+120
180
$33K 0.02%
+300
181
$33K 0.02%
+280
182
$33K 0.02%
+1,900
183
$32K 0.02%
+300
184
$31K 0.02%
+155
185
$31K 0.02%
+425
186
$30K 0.02%
+950
187
$30K 0.02%
+2,050
188
$29K 0.02%
+249
189
$29K 0.02%
+2,037
190
$28K 0.02%
+153
191
$28K 0.02%
+289
192
$25K 0.02%
+378
193
$25K 0.02%
+353
194
$24K 0.02%
+497
195
$24K 0.02%
+215
196
$24K 0.02%
+437
197
$23K 0.02%
+160
198
$23K 0.02%
+530
199
$23K 0.02%
+578
200
$23K 0.02%
+800
6 7
8
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