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
$171M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$959K
3
+$699K
4
DE icon
Deere & Co
DE
+$618K
5
BABA icon
Alibaba
BABA
+$573K

Top Sells

1
+$2.34M
2
+$2.29M
3
+$2.11M
4
BWA icon
BorgWarner
BWA
+$1.04M
5
ATVI
Activision Blizzard
ATVI
+$982K

Sector Composition

1 Technology 20.3%
2 Financials 10.71%
3 Healthcare 9.52%
4 Communication Services 7.75%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 6.18%
74,443
-4,218
2
$8.66M 5.08%
30,703
-2,193
3
$5.56M 3.26%
74,888
-1,930
4
$5.23M 3.06%
84,622
-1,973
5
$5.12M 3%
31,160
-2,860
6
$4.26M 2.5%
+129,200
7
$3.46M 2.03%
21,114
-4,851
8
$3.27M 1.92%
20,272
-710
9
$3.27M 1.92%
55,987
-1,807
10
$2.98M 1.75%
64,137
-5,805
11
$2.9M 1.7%
21,700
-1,360
12
$2.77M 1.62%
43,167
-1,237
13
$2.75M 1.61%
70,861
-1,230
14
$2.65M 1.56%
62,630
+166
15
$2.65M 1.55%
49,039
-219
16
$2.52M 1.48%
52,135
+19,828
17
$2.49M 1.46%
6,596
+264
18
$2.47M 1.45%
58,152
+1,859
19
$2.37M 1.39%
6,069
-758
20
$2.35M 1.38%
8,606
-471
21
$2.23M 1.31%
6,584
-1,041
22
$2.21M 1.29%
13,045
-2,009
23
$2.16M 1.27%
19,577
+2,510
24
$2.15M 1.26%
6,419
-40
25
$2.11M 1.24%
67,605
+541
1
2 3 4 5