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
$237M
AUM Growth
+$73.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$8M
3
+$2.49M
4
PG icon
Procter & Gamble
PG
+$1.98M
5
WMT icon
Walmart
WMT
+$1.85M

Top Sells

1
+$1.51M
2
+$1.51M
3
+$1.42M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.01M
5
STZ icon
Constellation Brands
STZ
+$834K

Sector Composition

1 Healthcare 8.19%
2 Consumer Staples 7%
3 Industrials 6.39%
4 Technology 5.69%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.57%
7,125
+891
52
$1.34M 0.56%
4,579
+2,925
53
$1.26M 0.53%
22,210
+16,400
54
$1.2M 0.51%
14,511
-81
55
$1.19M 0.5%
8,693
+4,953
56
$1.14M 0.48%
5,588
+916
57
$1.07M 0.45%
73,815
+26,933
58
$1.05M 0.44%
+37,724
59
$960K 0.4%
173,016
60
$811K 0.34%
6,922
+510
61
$779K 0.33%
5,214
+100
62
$711K 0.3%
+14,063
63
$706K 0.3%
40,996
+30,017
64
$558K 0.24%
6,124
+2,976
65
$499K 0.21%
+5,205
66
$487K 0.21%
+5,625
67
$481K 0.2%
+6,882
68
$458K 0.19%
10,291
+12
69
$457K 0.19%
+3,391
70
$427K 0.18%
+7,481
71
$423K 0.18%
3,216
72
$405K 0.17%
+4,485
73
$404K 0.17%
+12,238
74
$402K 0.17%
3,827
+513
75
$346K 0.15%
+1,384
1 2
3
4 5