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
$109M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.69M
3
+$1.46M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.28M
5
RTX icon
RTX Corp
RTX
+$1.1M

Top Sells

1
+$1.26M
2
+$1.02M
3
+$959K
4
CAT icon
Caterpillar
CAT
+$947K
5
NVS icon
Novartis
NVS
+$687K

Sector Composition

1 Technology 22.91%
2 Financials 12.43%
3 Healthcare 11.63%
4 Consumer Discretionary 9.2%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.78M 7.17%
85,320
-11,196
2
$5.68M 5.24%
27,934
-6,187
3
$4.47M 4.12%
32,400
-3,480
4
$2.91M 2.68%
72,894
-4,284
5
$2.76M 2.54%
14,301
-564
6
$2.57M 2.36%
26,972
+3,560
7
$2.38M 2.2%
16,946
-3,224
8
$2.38M 2.2%
25,342
+76
9
$2.36M 2.18%
13,126
-1,428
10
$2.24M 2.06%
40,586
-11,300
11
$2.22M 2.04%
7,513
-1,526
12
$2.17M 2%
39,686
+9,159
13
$2.17M 2%
18,333
+14,336
14
$2.11M 1.94%
34,787
+5,391
15
$2.05M 1.89%
19,400
-3,551
16
$1.99M 1.83%
6,718
-1
17
$1.98M 1.82%
8,393
-1,875
18
$1.78M 1.64%
19,950
+1,033
19
$1.72M 1.59%
+30,149
20
$1.71M 1.58%
8,653
+427
21
$1.69M 1.55%
9,448
-3,176
22
$1.62M 1.49%
27,045
-3,474
23
$1.61M 1.48%
20,214
-4,419
24
$1.61M 1.48%
14,418
-4,599
25
$1.57M 1.44%
7,300
-122
1
2 3 4 5