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
$164M
AUM Growth
-$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.76M
3
+$2.65M
4
ARKK icon
ARK Innovation ETF
ARKK
+$2.12M
5
NUE icon
Nucor
NUE
+$1.68M

Top Sells

1
+$7.61M
2
+$7.54M
3
+$1.86M
4
WBA
Walgreens Boots Alliance
WBA
+$1.7M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$1.47M

Sector Composition

1 Healthcare 8.74%
2 Industrials 6.93%
3 Consumer Staples 6.75%
4 Consumer Discretionary 6.04%
5 Financials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 1.17%
21,426
+2,304
27
$1.92M 1.17%
8,591
+1,182
28
$1.91M 1.16%
14,016
+1,894
29
$1.83M 1.12%
21,424
+2,147
30
$1.83M 1.11%
11,801
+1,512
31
$1.77M 1.08%
18,180
-840
32
$1.71M 1.04%
12,985
+2,318
33
$1.68M 1.03%
+46,989
34
$1.66M 1.01%
22,085
+2,829
35
$1.55M 0.94%
36,000
+1,732
36
$1.55M 0.94%
52,279
+8,589
37
$1.52M 0.93%
18,298
+3,186
38
$1.51M 0.92%
7,767
-195
39
$1.51M 0.92%
28,053
+5,564
40
$1.49M 0.91%
35,830
-1,250
41
$1.42M 0.87%
+29,639
42
$1.39M 0.85%
8,622
-281
43
$1.36M 0.83%
30,094
+4,269
44
$1.32M 0.8%
9,148
-302
45
$1.3M 0.79%
3,840
-42
46
$1.26M 0.77%
47,747
+7,585
47
$1.23M 0.75%
21,160
-380
48
$1.17M 0.71%
+19,201
49
$1.15M 0.7%
14,592
+136
50
$1.03M 0.63%
6,234
+3
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