LHC
Little House Capital Portfolio holdings
AUM
$399M
This Quarter Return
+6.74%
1 Year Return
+22.27%
3 Year Return
+82.34%
5 Year Return
+142.05%
10 Year Return
–
AUM
$185M
AUM Growth
+$185M
(-35%)
Cap. Flow
-$107M
Cap. Flow
% of AUM
-57.84%
Top 10 Holdings %
Top 10 Hldgs %
29.19%
Holding
199
New
99
Increased
13
Reduced
27
Closed
60
Top Buys
| 1 |
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
|
$3.19M |
| 2 |
iShares Russell 2500 ETF
SMMD
|
$2.94M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$2.84M |
| 4 |
iShares JPMorgan EM Local Currency Bond ETF
LEMB
|
$2.73M |
| 5 |
Walt Disney
DIS
|
$2.65M |
Top Sells
Sector Composition
| 1 | Technology | 20.31% |
| 2 | Financials | 10.94% |
| 3 | Healthcare | 9.21% |
| 4 | Communication Services | 8.18% |
| 5 | Consumer Discretionary | 7.98% |
