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
$263M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$794K
3
+$401K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$336K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$328K

Top Sells

1
+$1.47M
2
+$514K
3
+$448K
4
CODI icon
Compass Diversified
CODI
+$313K
5
AMZN icon
Amazon
AMZN
+$277K

Sector Composition

1 Healthcare 8.16%
2 Consumer Staples 7.17%
3 Industrials 6.36%
4 Technology 5.48%
5 Financials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 0.98%
18,507
+265
27
$2.52M 0.96%
55,054
+408
28
$2.51M 0.95%
6,345
+37
29
$2.48M 0.95%
18,557
+179
30
$2.48M 0.95%
28,370
+583
31
$2.44M 0.93%
17,568
+1,031
32
$2.41M 0.92%
12,066
+106
33
$2.4M 0.91%
12,159
-719
34
$2.39M 0.91%
22,963
+326
35
$2.38M 0.9%
19,479
+249
36
$2.37M 0.9%
8,426
-8
37
$2.31M 0.88%
49,449
+3,129
38
$2.22M 0.84%
49,431
+543
39
$2.19M 0.83%
53,290
+1,689
40
$2.14M 0.81%
10,680
+434
41
$2.11M 0.8%
97,869
-1,373
42
$2.1M 0.8%
15,016
+502
43
$2.07M 0.79%
9,120
+301
44
$2.06M 0.79%
33,174
+1,208
45
$2.05M 0.78%
14,552
-3,187
46
$1.97M 0.75%
25,240
+1,297
47
$1.94M 0.74%
14,048
+452
48
$1.78M 0.68%
28,655
+6,445
49
$1.74M 0.66%
7,344
+219
50
$1.68M 0.64%
+7,646
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