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
$213M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$19M
3
+$15.6M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$15.4M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.15%
2 Industrials 7.29%
3 Consumer Staples 7.04%
4 Consumer Discretionary 5.96%
5 Financials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$92K 0.04%
+832
102
$92K 0.04%
+718
103
$88K 0.04%
+620
104
$83K 0.04%
+1,272
105
$83K 0.04%
+4,323
106
$81K 0.04%
+492
107
$81K 0.04%
+276
108
$80K 0.04%
+1,205
109
$74K 0.03%
+1,420
110
$73K 0.03%
+1,857
111
$71K 0.03%
+3,001
112
$69K 0.03%
+4,143
113
$65K 0.03%
+1,229
114
$64K 0.03%
+1,194
115
$63K 0.03%
+1,765
116
$61K 0.03%
+1,120
117
$60K 0.03%
+943
118
$60K 0.03%
+2,959
119
$58K 0.03%
+475
120
$57K 0.03%
+698
121
$57K 0.03%
+15
122
$55K 0.03%
+458
123
$55K 0.03%
+434
124
$55K 0.03%
+628
125
$54K 0.03%
+1,794
3 4
5
6 7