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
$212M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.48M
3
+$1.78M
4
TSM icon
TSMC
TSM
+$1.44M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.36M

Top Sells

1
+$7.98M
2
+$2.27M
3
+$2.03M
4
COP icon
ConocoPhillips
COP
+$1.83M
5
AES icon
AES
AES
+$1.52M

Sector Composition

1 Technology 19.55%
2 Financials 9.09%
3 Healthcare 8.9%
4 Consumer Discretionary 6.74%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 6.05%
78,004
+1,435
2
$11.6M 5.48%
40,402
+3,063
3
$10.4M 4.87%
58,027
+14,512
4
$9.53M 4.49%
95,232
-11,135
5
$8.86M 4.17%
179,715
+15,846
6
$8.19M 3.85%
99,654
+16,532
7
$7.07M 3.33%
141,350
-14,380
8
$5.18M 2.44%
131,298
+11,907
9
$4.61M 2.17%
64,480
+10,193
10
$4.15M 1.95%
84,384
-27,099
11
$4.12M 1.94%
39,707
+2,423
12
$3.93M 1.85%
25,324
+3,746
13
$3.92M 1.85%
24,035
+3,743
14
$3.92M 1.84%
37,942
+2,251
15
$3.87M 1.82%
8,188
+1,104
16
$3.75M 1.77%
74,391
-1,218
17
$3.52M 1.65%
9,673
+514
18
$3.38M 1.59%
25,921
+5,294
19
$3.25M 1.53%
10,514
-597
20
$3.2M 1.51%
14,328
+2,845
21
$3.1M 1.46%
9,468
+2,867
22
$2.83M 1.33%
28,850
+3,846
23
$2.61M 1.23%
11,574
+7,893
24
$2.48M 1.17%
+3,706
25
$2.45M 1.15%
8,572
+457
1
2 3 4 5