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
$188M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$956K
2
+$876K
3
+$727K
4
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$717K
5
MSFT icon
Microsoft
MSFT
+$704K

Top Sells

1
+$1.62M
2
+$1.61M
3
+$1.06M
4
QCOM icon
Qualcomm
QCOM
+$577K
5
NFLX icon
Netflix
NFLX
+$399K

Sector Composition

1 Technology 18.21%
2 Healthcare 10.55%
3 Financials 7.54%
4 Communication Services 6%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 5.6%
76,111
+5,263
2
$10.2M 5.43%
101,756
+7,159
3
$8.72M 4.64%
37,451
+3,021
4
$7.87M 4.19%
160,317
+11,812
5
$7.87M 4.19%
158,120
+7,687
6
$7.31M 3.89%
76,060
+6,409
7
$6.96M 3.7%
85,681
+7,525
8
$4.98M 2.65%
39,124
+6,884
9
$4.73M 2.52%
109,431
+14,994
10
$4.48M 2.39%
104,271
+4,247
11
$4.48M 2.39%
39,642
+5,358
12
$3.69M 1.97%
22,617
+2,426
13
$3.59M 1.91%
37,555
+3,995
14
$3.43M 1.83%
16,578
+4,620
15
$3.34M 1.78%
63,443
+3,178
16
$2.91M 1.55%
9,922
+852
17
$2.9M 1.54%
5,735
+86
18
$2.85M 1.52%
10,670
+1,046
19
$2.71M 1.44%
9,513
+236
20
$2.67M 1.42%
25,560
+3,618
21
$2.58M 1.37%
11,274
+616
22
$2.46M 1.31%
28,525
+2,575
23
$2.34M 1.25%
28,622
+788
24
$2.25M 1.2%
59,344
+6,082
25
$2.15M 1.15%
17,046
+1,396
1
2 3 4 5