LFA
Lighthouse Financial Advisors Portfolio holdings
AUM
$330M
This Quarter Return
+13.31%
1 Year Return
+62.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$295M
AUM Growth
+$295M
(+12%)
Cap. Flow
+$4.55M
Cap. Flow
% of AUM
1.54%
Top 10 Holdings %
Top 10 Hldgs %
46.55%
Holding
113
New
12
Increased
59
Reduced
37
Closed
2
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$5.2M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$3.17M |
| 3 |
Vanguard Mid-Cap Growth ETF
VOT
|
$2.61M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
$2.53M |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$2.42M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$6.41M |
| 2 |
Invesco QQQ Trust
QQQ
|
$6.13M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$5.57M |
| 4 |
iShares Biotechnology ETF
IBB
|
$572K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$549K |
Sector Composition
| 1 | Healthcare | 8.08% |
| 2 | Consumer Staples | 6.73% |
| 3 | Industrials | 6.12% |
| 4 | Technology | 5.89% |
| 5 | Financials | 5.49% |
