LFA

Lighthouse Financial Advisors Portfolio holdings

AUM $330M
1-Year Est. Return 62.92%
This Quarter Est. Return
1 Year Est. Return
+62.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$19M
3
+$15.6M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$15.4M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.15%
2 Industrials 7.29%
3 Consumer Staples 7.04%
4 Consumer Discretionary 5.96%
5 Financials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+37
227
$3K ﹤0.01%
+20
228
$3K ﹤0.01%
+97
229
$3K ﹤0.01%
+138
230
$3K ﹤0.01%
+26
231
$3K ﹤0.01%
+280
232
$3K ﹤0.01%
+50
233
$3K ﹤0.01%
+200
234
$3K ﹤0.01%
+104
235
$3K ﹤0.01%
+33
236
$3K ﹤0.01%
+58
237
$3K ﹤0.01%
+79
238
$3K ﹤0.01%
+642
239
$3K ﹤0.01%
+121
240
$3K ﹤0.01%
+24
241
$2K ﹤0.01%
+300
242
$2K ﹤0.01%
+28
243
$2K ﹤0.01%
+22
244
$2K ﹤0.01%
+31
245
$2K ﹤0.01%
+42
246
$2K ﹤0.01%
+18
247
$2K ﹤0.01%
+70
248
$2K ﹤0.01%
+225
249
$2K ﹤0.01%
+10
250
$2K ﹤0.01%
+122
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