LFA
Lighthouse Financial Advisors Portfolio holdings
AUM
$330M
This Quarter Return
+9.9%
1 Year Return
+62.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$263M
AUM Growth
+$263M
(+11%)
Cap. Flow
+$2.79M
Cap. Flow
% of AUM
1.06%
Top 10 Holdings %
Top 10 Hldgs %
50.68%
Holding
103
New
4
Increased
53
Reduced
39
Closed
2
Top Buys
| 1 |
Teladoc Health
TDOC
|
$1.68M |
| 2 |
ARK Innovation ETF
ARKK
|
$794K |
| 3 |
Apple
AAPL
|
$523K |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$401K |
| 5 |
Invesco QQQ Trust
QQQ
|
$336K |
Top Sells
| 1 |
Illumina
ILMN
|
$1.47M |
| 2 |
Shopify
SHOP
|
$514K |
| 3 |
Zscaler
ZS
|
$448K |
| 4 |
Compass Diversified
CODI
|
$313K |
| 5 |
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% |
