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
201
$23K 0.02%
+99
202
$22K 0.02%
+195
203
$22K 0.02%
+5,000
204
$22K 0.02%
+604
205
$21K 0.02%
+525
206
$21K 0.02%
+1,200
207
$21K 0.02%
+1,340
208
$21K 0.02%
+250
209
$21K 0.02%
+350
210
$21K 0.02%
+206
211
$20K 0.02%
+115
212
$19K 0.01%
+250
213
$19K 0.01%
+200
214
$19K 0.01%
+181
215
$18K 0.01%
+150
216
$18K 0.01%
+900
217
$18K 0.01%
+490
218
$18K 0.01%
+200
219
$18K 0.01%
+210
220
$17K 0.01%
+260
221
$17K 0.01%
+134
222
$16K 0.01%
+130
223
$16K 0.01%
+195
224
$16K 0.01%
+200
225
$15K 0.01%
+900
7 8
9
10 11