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
251
$2K ﹤0.01%
+65
252
$2K ﹤0.01%
+40
253
$2K ﹤0.01%
+10
254
$1K ﹤0.01%
+23
255
$1K ﹤0.01%
+20
256
$1K ﹤0.01%
+45
257
$1K ﹤0.01%
+12
258
$1K ﹤0.01%
+35
259
$1K ﹤0.01%
+150
260
$1K ﹤0.01%
+10
261
$1K ﹤0.01%
+75
262
$1K ﹤0.01%
+99
263
$1K ﹤0.01%
+31
264
$1K ﹤0.01%
+26
265
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+20
266
$1K ﹤0.01%
+262
267
$1K ﹤0.01%
+24
268
$0 ﹤0.01%
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269
$0 ﹤0.01%
+4
270
$0 ﹤0.01%
+4
271
$0 ﹤0.01%
+42
272
$0 ﹤0.01%
+18
273
$0 ﹤0.01%
+5
274
$0 ﹤0.01%
+3
275
$0 ﹤0.01%
+1
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