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
$237M
AUM Growth
+$73.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$8M
3
+$2.49M
4
PG icon
Procter & Gamble
PG
+$1.98M
5
WMT icon
Walmart
WMT
+$1.85M

Top Sells

1
+$1.51M
2
+$1.51M
3
+$1.42M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.01M
5
STZ icon
Constellation Brands
STZ
+$834K

Sector Composition

1 Healthcare 8.19%
2 Consumer Staples 7%
3 Industrials 6.39%
4 Technology 5.69%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-29,639
102
– –
-13,944
103
– –
-5,822
104
– –
-28,053
105
– –
-4,301
1 2 3 4
5