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
$243M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$2.02M
3
+$1.85M
4
EMR icon
Emerson Electric
EMR
+$1.72M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.58M

Top Sells

1
+$3.25M
2
+$2.69M
3
+$2.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.97M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.66M

Sector Composition

1 Technology 20.64%
2 Financials 9.46%
3 Healthcare 9.22%
4 Consumer Discretionary 6.09%
5 Communication Services 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 6.19%
88,061
+4,347
2
$13.7M 5.63%
43,381
+2,368
3
$11.3M 4.64%
63,958
+2,764
4
$9.73M 4%
97,155
-3,883
5
$9.53M 3.91%
192,513
-1,500
6
$7.11M 2.92%
87,857
-20,526
7
$6.2M 2.55%
48,757
+8,723
8
$5.67M 2.33%
16,195
+5,293
9
$5.52M 2.27%
42,180
+621
10
$5.44M 2.24%
+108,489
11
$5.39M 2.21%
141,904
+2,427
12
$5.3M 2.18%
106,315
-39,525
13
$5.17M 2.12%
96,933
+19,527
14
$4.95M 2.03%
71,801
+3,029
15
$4.54M 1.86%
31,304
+4,469
16
$4.45M 1.83%
26,403
+4,533
17
$4.29M 1.76%
8,503
+1,133
18
$4.12M 1.69%
78,524
+3,552
19
$4M 1.64%
10,111
+993
20
$3.78M 1.55%
24,266
-4,183
21
$3.44M 1.41%
15,642
+917
22
$3.02M 1.24%
13,127
-66
23
$2.87M 1.18%
27,915
+4,000
24
$2.84M 1.17%
51,769
+12,479
25
$2.75M 1.13%
8,489
-395
1
2 3 4 5