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
$202M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$7.68M
2
+$7.53M
3
+$7.26M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.52M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.58M

Top Sells

1
+$8.03M
2
+$7.75M
3
+$4.98M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.62M

Sector Composition

1 Technology 17.35%
2 Healthcare 10.94%
3 Financials 7.86%
4 Consumer Staples 5.55%
5 Industrials 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.6M 5.27%
106,367
+4,611
2
$9.95M 4.92%
76,569
+458
3
$8.95M 4.43%
37,339
-112
4
$8.62M 4.26%
22,529
+20,078
5
$8.05M 3.98%
163,869
+3,552
6
$7.59M 3.75%
43,515
+41,633
7
$7.53M 3.73%
+155,730
8
$6.75M 3.34%
83,122
-2,559
9
$5.27M 2.61%
111,483
+2,052
10
$4.52M 2.24%
+119,391
11
$3.81M 1.89%
21,578
-1,039
12
$3.76M 1.86%
7,084
+1,349
13
$3.64M 1.8%
20,292
+5,435
14
$3.58M 1.77%
+75,609
15
$3.56M 1.76%
+54,287
16
$3.43M 1.7%
11,111
+441
17
$3.29M 1.63%
37,284
-271
18
$3.25M 1.61%
29,308
+783
19
$3.18M 1.58%
9,159
-354
20
$3M 1.48%
35,691
-3,951
21
$2.77M 1.37%
20,627
-4,933
22
$2.7M 1.34%
11,483
+209
23
$2.58M 1.28%
17,007
-39
24
$2.56M 1.27%
27,010
+2,869
25
$2.52M 1.25%
25,004
-3,618
1
2 3 4 5