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
$120M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$272K
2
+$256K
3
+$240K
4
AMD icon
Advanced Micro Devices
AMD
+$226K
5
XYZ
Block Inc
XYZ
+$219K

Top Sells

1
+$250K
2
+$239K
3
+$231K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$212K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$150K

Sector Composition

1 Technology 23.42%
2 Financials 12.21%
3 Healthcare 11.64%
4 Consumer Discretionary 9.95%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.79M 8.13%
84,532
-788
2
$5.86M 4.86%
27,842
-92
3
$5.23M 4.35%
33,240
+840
4
$3.42M 2.85%
73,443
+549
5
$2.96M 2.46%
14,790
+489
6
$2.65M 2.2%
17,808
+862
7
$2.58M 2.14%
26,952
-20
8
$2.55M 2.12%
13,015
-111
9
$2.49M 2.07%
25,824
+482
10
$2.43M 2.02%
40,799
+213
11
$2.3M 1.91%
7,391
-122
12
$2.3M 1.91%
19,504
+1,171
13
$2.3M 1.91%
41,887
+2,201
14
$2.27M 1.89%
6,714
-4
15
$2.2M 1.83%
19,463
+63
16
$2.16M 1.79%
8,490
+97
17
$2.11M 1.75%
12,663
+138
18
$2.01M 1.67%
9,423
-25
19
$1.98M 1.64%
31,030
-3,757
20
$1.88M 1.56%
31,244
+1,095
21
$1.87M 1.55%
7,143
+543
22
$1.81M 1.5%
9,008
+355
23
$1.79M 1.49%
14,452
+34
24
$1.67M 1.38%
33,734
-87
25
$1.64M 1.36%
7,245
-55
1
2 3 4