LFA
Lighthouse Financial Advisors Portfolio holdings
AUM
$330M
1-Year Return
62.92%
This Quarter Return
-19.48%
1 Year Return
+62.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
-$48.4M
(-23%)
Cap. Flow
-$3.82M
Cap. Flow
% of AUM
-2.33%
Top 10 Holdings %
Top 10 Hldgs %
50.58%
Holding
299
New
6
Increased
50
Reduced
18
Closed
224
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$4.1M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$3.76M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$2.65M |
| 4 |
ARK Innovation ETF
ARKK
|
$2.12M |
| 5 |
Nucor
NUE
|
$1.68M |
Top Sells
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
$7.61M |
| 2 |
Schwab International Equity ETF
SCHF
|
$7.54M |
| 3 |
Hormel Foods
HRL
|
$1.86M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$1.7M |
| 5 |
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% |
