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
$185M
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$3.19M
2 +$2.94M
3 +$2.84M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$2.73M
5
DIS icon
Walt Disney
DIS
+$2.65M

Top Sells

1 +$14.8M
2 +$11.3M
3 +$9.8M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$8.89M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.67M

Sector Composition

1 Technology 20.31%
2 Financials 10.94%
3 Healthcare 9.21%
4 Communication Services 8.18%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,020
177
-12,754
178
-4,400
179
-244,185
180
-53,491
181
-28,998
182
-4,846
183
-3,330
184
-1,052
185
-6,565
186
-64,185
187
-117,767
188
-261,053
189
-88,025
190
-66,425
191
-49,647
192
-7,524
193
-25,000
194
-13,987
195
-8,537
196
-8,418
197
-26,225
198
-6,503
199
-96,159