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
$274M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.32M
3
+$973K
4
AAPL icon
Apple
AAPL
+$788K
5
PANW icon
Palo Alto Networks
PANW
+$769K

Top Sells

1
+$1.58M
2
+$1.43M
3
+$1.09M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.07M
5
DHR icon
Danaher
DHR
+$812K

Sector Composition

1 Technology 23.13%
2 Financials 9.83%
3 Healthcare 8.71%
4 Consumer Discretionary 6.7%
5 Communication Services 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.7M 6.47%
92,154
+4,093
2
$17.6M 6.43%
46,891
+3,510
3
$11.7M 4.28%
58,527
-5,431
4
$9.85M 3.59%
98,438
+1,283
5
$9.66M 3.52%
195,533
+3,020
6
$7.84M 2.86%
51,610
+2,853
7
$7.05M 2.57%
85,942
-1,915
8
$6.4M 2.34%
13,472
+9,586
9
$6.05M 2.21%
43,325
+1,145
10
$5.86M 2.14%
16,435
+240
11
$5.81M 2.12%
115,745
+7,256
12
$5.66M 2.06%
102,125
-4,190
13
$5.54M 2.02%
137,876
-4,028
14
$5.34M 1.95%
31,371
+67
15
$5.3M 1.93%
70,357
-1,444
16
$5.23M 1.91%
99,609
+2,676
17
$4.58M 1.67%
8,707
+204
18
$4.55M 1.66%
77,795
-729
19
$4.31M 1.57%
10,108
-3
20
$3.85M 1.4%
25,820
-583
21
$3.83M 1.4%
34,310
+8,720
22
$3.67M 1.34%
23,428
-838
23
$3.61M 1.32%
52,418
+649
24
$3.59M 1.31%
13,779
+652
25
$3.31M 1.21%
9,419
+1,221
1
2 3 4 5