LHC
Little House Capital Portfolio holdings
AUM
$399M
1-Year Return
22.27%
This Quarter Return
+3.82%
1 Year Return
+22.27%
3 Year Return
+82.34%
5 Year Return
+142.05%
10 Year Return
–
AUM
$150K
AUM Growth
-$133M
(-100%)
Cap. Flow
-$13.5M
Cap. Flow
% of AUM
-9,042.23%
Top 10 Holdings %
Top 10 Hldgs %
34.82%
Holding
302
New
5
Increased
60
Reduced
31
Closed
195
Top Buys
| 1 |
Boeing
BA
|
+$201 |
| 2 |
Apple
AAPL
|
+$194 |
| 3 |
Johnson & Johnson
JNJ
|
+$176 |
| 4 |
Microsoft
MSFT
|
+$166 |
| 5 |
Public Storage
PSA
|
+$150 |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
+$2.53M |
| 2 |
3M
MMM
|
+$1.19M |
| 3 |
Philip Morris
PM
|
+$925K |
| 4 |
DuPont de Nemours
DD
|
+$275K |
| 5 |
Cheniere Energy
LNG
|
+$275K |
Sector Composition
| 1 | Healthcare | 20.18% |
| 2 | Technology | 13.58% |
| 3 | Financials | 12.59% |
| 4 | Industrials | 8.49% |
| 5 | Consumer Discretionary | 7.37% |
