LHC

Little House Capital Portfolio holdings

AUM $398M
1-Year Est. Return 25.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.03M
3
+$1.64M
4
NFLX icon
Netflix
NFLX
+$1.42M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.4M

Top Sells

1
+$3.02M
2
+$2.16M
3
+$2.06M
4
AAPL icon
Apple
AAPL
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.55M

Sector Composition

1 Technology 24.82%
2 Financials 10.93%
3 Communication Services 8.04%
4 Industrials 6.26%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.8M 5.46%
43,802
-2,019
2
$18M 4.5%
87,541
-8,944
3
$17.4M 4.36%
110,092
+8,173
4
$14.1M 3.54%
64,376
+4,109
5
$12.3M 3.08%
198,364
+2,572
6
$11.8M 2.95%
368,493
+10,114
7
$11.6M 2.92%
15,775
+818
8
$11.3M 2.84%
118,204
+6,218
9
$10.8M 2.7%
39,065
+3,699
10
$10.1M 2.54%
57,563
-4,973
11
$9.62M 2.41%
19,804
+2,886
12
$8.92M 2.24%
119,167
+5,567
13
$8.76M 2.2%
98,049
+2,372
14
$8.61M 2.16%
169,961
+9,319
15
$8.07M 2.02%
27,820
-5,355
16
$7.85M 1.97%
80,332
-4,349
17
$7.26M 1.82%
87,555
+4,243
18
$6.69M 1.67%
30,579
+5,154
19
$6.66M 1.67%
29,383
+12,114
20
$6.42M 1.61%
42,015
+13,304
21
$6.41M 1.6%
128,772
+6,579
22
$6.31M 1.58%
76,161
+918
23
$6.2M 1.55%
11,039
-807
24
$5.92M 1.48%
122,674
+3,413
25
$5.36M 1.34%
7,569
-1,070
1
2 3 4 5