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
$150K
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$201
2
+$194
3
+$176
4
MSFT icon
Microsoft
MSFT
+$166
5
PSA icon
Public Storage
PSA
+$150

Top Sells

1
+$2.52M
2
+$1.19M
3
+$925K
4
DD icon
DuPont de Nemours
DD
+$275K
5
LNG icon
Cheniere Energy
LNG
+$275K

Sector Composition

1 Healthcare 20.18%
2 Technology 13.58%
3 Financials 12.59%
4 Industrials 8.49%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4K 9.61%
59
-40
2
$4.74K 3.17%
90,828
+3,720
3
$4.71K 3.14%
33,787
+1,194
4
$4.02K 2.69%
14,598
-304
5
$4.01K 2.68%
40,640
+380
6
$3.82K 2.55%
21,397
+294
7
$3.81K 2.54%
18,600
-226
8
$3.81K 2.54%
32,814
-139
9
$3.57K 2.39%
25,339
+201
10
$3.09K 2.06%
82,593
+2,430
11
$2.99K 1.99%
23,177
+1,365
12
$2.84K 1.9%
13,489
+90
13
$2.75K 1.84%
7,477
+546
14
$2.71K 1.81%
21,504
+935
15
$2.48K 1.66%
60,794
+3,058
16
$2.04K 1.36%
8,012
+354
17
$1.96K 1.31%
30,525
+230
18
$1.95K 1.3%
18,687
+665
19
$1.94K 1.3%
49,700
-3,480
20
$1.94K 1.29%
22,341
+1,093
21
$1.85K 1.23%
20,582
-252
22
$1.77K 1.18%
19,803
+579
23
$1.75K 1.17%
30,354
+727
24
$1.75K 1.17%
32,975
-717
25
$1.74K 1.16%
15,856
-123
1
2 3 4 5