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
$135M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.44M
3
+$1.79M
4
TSM icon
TSMC
TSM
+$1.35M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.27M

Top Sells

1
+$2.52M
2
+$2.3M
3
+$1.85M
4
VTWG icon
Vanguard Russell 2000 Growth ETF
VTWG
+$1.74M
5
CVX icon
Chevron
CVX
+$1.5M

Sector Composition

1 Technology 23.52%
2 Healthcare 11.31%
3 Financials 11.21%
4 Consumer Discretionary 9.44%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10M 7.38%
75,398
-9,134
2
$6.64M 4.9%
29,872
+2,030
3
$5.27M 3.89%
32,340
-900
4
$4.41M 3.25%
45,404
+18,452
5
$3.46M 2.55%
55,763
+40,289
6
$3.19M 2.35%
66,405
-7,038
7
$3.05M 2.25%
23,972
-1,852
8
$2.95M 2.18%
18,773
+965
9
$2.75M 2.03%
49,775
+7,888
10
$2.58M 1.91%
141,409
+69,662
11
$2.5M 1.84%
36,163
+4,919
12
$2.45M 1.81%
23,846
+7,370
13
$2.44M 1.8%
+15,445
14
$2.29M 1.69%
19,430
-33
15
$2.29M 1.69%
10,458
-4,332
16
$2.24M 1.66%
12,387
-2,065
17
$2.16M 1.59%
6,041
-673
18
$2.13M 1.57%
36,293
-4,506
19
$2.13M 1.57%
103,584
+55,492
20
$2.13M 1.57%
6,072
-1,319
21
$1.89M 1.39%
26,381
+7,756
22
$1.86M 1.37%
21,220
+2,220
23
$1.85M 1.37%
7,989
-1,434
24
$1.81M 1.34%
7,013
-1,060
25
$1.8M 1.33%
8,449
+2,555
1
2 3 4 5