LHC

Little House Capital Portfolio holdings

AUM $398M
1-Year Est. Return 25.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.74%
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
+$3.05M
2
+$2.89M
3
+$2.79M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$2.73M
5
DIS icon
Walt Disney
DIS
+$2.71M

Top Sells

1
+$14.8M
2
+$10.7M
3
+$9.7M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$8.89M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
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
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