LFA
Lighthouse Financial Advisors Portfolio holdings
AUM
$330M
This Quarter Return
+7.4%
1 Year Return
+62.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$213M
AUM Growth
–
Cap. Flow
+$213M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.4%
Holding
293
New
293
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$38M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$19M |
| 3 |
Schwab International Equity ETF
SCHF
|
$15.6M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$15.4M |
| 5 |
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% |
