LFA
Lighthouse Financial Advisors Portfolio holdings
AUM
$330M
1-Year Return
62.92%
This Quarter Return
+4.34%
1 Year Return
+62.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$330M
AUM Growth
+$35.2M
(+12%)
Cap. Flow
+$23.8M
Cap. Flow
% of AUM
7.21%
Top 10 Holdings %
Top 10 Hldgs %
50.36%
Holding
123
New
12
Increased
41
Reduced
51
Closed
15
Top Buys
| 1 |
Sherwin-Williams
SHW
|
$11.5M |
| 2 |
Invesco QQQ Trust
QQQ
|
$7.65M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$2.53M |
| 4 |
Stanley Black & Decker
SWK
|
$2.52M |
| 5 |
Amcor
AMCR
|
$2.37M |
Top Sells
| 1 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
$3.25M |
| 2 |
Sysco
SYY
|
$2.5M |
| 3 |
Leggett & Platt
LEG
|
$2.41M |
| 4 |
AT&T
T
|
$2.18M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.97M |
Sector Composition
| 1 | Materials | 8.19% |
| 2 | Healthcare | 7.17% |
| 3 | Industrials | 6.28% |
| 4 | Financials | 5.43% |
| 5 | Consumer Staples | 5.33% |
