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
1
$4.14M 3.1%
87,108
+4,988
2
$3.84M 2.88%
32,593
+2,873
3
$3.78M 2.83%
18,826
+1,594
4
$3.58M 2.69%
40,260
-60
5
$3.51M 2.63%
14,902
-95
6
$3.42M 2.57%
32,953
+1,690
7
$3.3M 2.47%
21,103
+989
8
$3.05M 2.28%
21,812
+457
9
$2.79M 2.09%
25,138
+1,133
10
$2.64M 1.98%
6,931
+544
11
$2.62M 1.96%
80,163
+14,121
12
$2.54M 1.91%
13,399
+1,091
13
$2.53M 1.9%
20,569
+1,219
14
$2.52M 1.89%
24,945
+2,610
15
$2.33M 1.74%
57,736
+588
16
$2.01M 1.51%
53,180
+5,705
17
$2.01M 1.51%
18,022
+2,071
18
$1.94M 1.45%
30,295
+3,439
19
$1.89M 1.42%
7,658
+1,847
20
$1.81M 1.36%
20,834
+475
21
$1.79M 1.34%
21,248
+4,744
22
$1.76M 1.32%
33,692
+1,542
23
$1.73M 1.3%
15,979
+3,381
24
$1.72M 1.29%
29,360
-1,080
25
$1.66M 1.24%
8,735
+1,438
1
2 3 4 5