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
$320M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.98M
3
+$1.98M
4
AMZN icon
Amazon
AMZN
+$1.88M
5
DELL icon
Dell
DELL
+$1.75M

Top Sells

1
+$2.53M
2
+$2.11M
3
+$1.4M
4
PCAR icon
PACCAR
PCAR
+$1.34M
5
TSLA icon
Tesla
TSLA
+$1.22M

Sector Composition

1 Technology 25.88%
2 Financials 9.75%
3 Healthcare 8.34%
4 Communication Services 8.26%
5 Consumer Discretionary 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.2M 6.62%
47,346
+2,202
2
$19.4M 6.06%
92,015
+9,380
3
$12.4M 3.87%
61,017
-197
4
$11.5M 3.6%
59,601
+9,737
5
$10.4M 3.26%
84,427
+6,187
6
$10.3M 3.21%
203,662
-1,089
7
$10M 3.13%
201,667
-6,365
8
$9.97M 3.12%
54,716
+11,316
9
$8.53M 2.67%
16,918
+2,132
10
$8.51M 2.66%
90,923
+3,945
11
$8.44M 2.64%
144,281
+143
12
$7.81M 2.44%
38,628
+4,436
13
$7.75M 2.42%
114,413
+6,236
14
$6.76M 2.11%
16,612
+1,426
15
$6.3M 1.97%
12,377
+782
16
$5.78M 1.81%
35,990
-6,060
17
$5.61M 1.76%
131,838
-4,648
18
$5.56M 1.74%
70,930
-2,070
19
$5.39M 1.68%
11,906
+523
20
$5.12M 1.6%
11,601
+291
21
$5.11M 1.6%
36,222
+2,597
22
$4.52M 1.41%
8,306
-143
23
$4.01M 1.25%
25,635
+3,943
24
$3.58M 1.12%
28,952
-56
25
$3.45M 1.08%
13,163
-157
1
2 3 4 5