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
51
$1.02M 0.62%
3,829
+18
52
$939K 0.57%
+9,817
53
$834K 0.51%
5,822
+139
54
$736K 0.45%
4,672
+136
55
$704K 0.43%
5,114
-209
56
$663K 0.4%
6,412
-321
57
$621K 0.38%
173,016
-172
58
$573K 0.35%
3,665
+3,423
59
$505K 0.31%
46,882
+1,847
60
$440K 0.27%
+3,740
61
$427K 0.26%
1,654
-124
62
$423K 0.26%
3,216
+444
63
$366K 0.22%
10,279
+336
64
$340K 0.21%
4,294
+124
65
$323K 0.2%
1,367
+143
66
$317K 0.19%
3,314
-5
67
$305K 0.19%
21,572
68
$258K 0.16%
853
+2
69
$253K 0.15%
2,297
+14
70
$244K 0.15%
+5,810
71
$223K 0.14%
4,301
-70
72
$215K 0.13%
13,944
-95,576
73
$200K 0.12%
3,148
+208
74
$147K 0.09%
10,979
+2,040
75
$44K 0.03%
2,250
+1,050
1 2
3
4 5