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
$349M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.28M
3
+$3.17M
4
AAPL icon
Apple
AAPL
+$3.04M
5
RTX icon
RTX Corp
RTX
+$1.72M

Top Sells

1
+$4.76M
2
+$4.68M
3
+$1.89M
4
HLT icon
Hilton Worldwide
HLT
+$1.22M
5
JPM icon
JPMorgan Chase
JPM
+$1.15M

Sector Composition

1 Technology 26.16%
2 Financials 9.55%
3 Healthcare 8.47%
4 Communication Services 7.99%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.5M 7.02%
105,070
+13,055
2
$20.4M 5.84%
47,298
-48
3
$13.9M 4%
63,080
+2,063
4
$13.4M 3.85%
110,528
+26,101
5
$12.2M 3.51%
65,616
+6,015
6
$10.5M 3.02%
63,422
+8,706
7
$9.28M 2.66%
148,949
+4,668
8
$9.16M 2.63%
15,998
-920
9
$9.09M 2.61%
92,678
+1,755
10
$8.92M 2.56%
19,386
+2,774
11
$8.66M 2.48%
107,193
-7,220
12
$7.82M 2.24%
13,379
+1,002
13
$7M 2.01%
33,178
-5,450
14
$6.76M 1.94%
39,174
+3,184
15
$6.52M 1.87%
13,199
+1,598
16
$6.38M 1.83%
76,238
+5,308
17
$6.14M 1.76%
133,969
+2,131
18
$5.88M 1.69%
70,157
+63,010
19
$5.79M 1.66%
33,986
-2,236
20
$5.57M 1.6%
109,845
-93,817
21
$5.44M 1.56%
+53,680
22
$5.36M 1.54%
107,745
-93,922
23
$4.87M 1.4%
9,839
-2,067
24
$4.8M 1.38%
8,360
+54
25
$4.47M 1.28%
27,626
+6,604
1
2 3 4 5