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
$186M
AUM Growth
-$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$5.58M
3
+$3.93M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.42M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$2.57M

Top Sells

1
+$2.88M
2
+$2.69M
3
+$2.67M
4
CMDY icon
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
+$2.27M
5
AXP icon
American Express
AXP
+$2.14M

Sector Composition

1 Technology 18.9%
2 Healthcare 10.51%
3 Financials 7.6%
4 Communication Services 7.03%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.69M 5.21%
70,848
-7,990
2
$9.47M 5.1%
94,597
+55,690
3
$8.84M 4.76%
34,430
+2,463
4
$7.76M 4.18%
150,433
+49,835
5
$7.29M 3.92%
148,505
+69,617
6
$7.07M 3.81%
+69,651
7
$6.47M 3.48%
78,156
+47,512
8
$4.91M 2.64%
100,024
+2,476
9
$4.33M 2.33%
32,240
-3,029
10
$3.83M 2.06%
94,437
+43,008
11
$3.66M 1.97%
33,560
+8,400
12
$3.64M 1.96%
34,284
+1,564
13
$3.58M 1.93%
20,191
+903
14
$3.55M 1.91%
60,265
-5,321
15
$2.93M 1.57%
9,277
+2,187
16
$2.9M 1.56%
5,649
+432
17
$2.7M 1.45%
53,262
+4,799
18
$2.69M 1.45%
9,070
+1,890
19
$2.67M 1.44%
27,834
+3,574
20
$2.67M 1.44%
127,593
+56,556
21
$2.63M 1.41%
9,624
+635
22
$2.6M 1.4%
11,958
+10,919
23
$2.47M 1.33%
21,942
-182
24
$2.4M 1.29%
10,658
+2,854
25
$2.37M 1.27%
25,950
+4,571
1
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