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
$263M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$794K
3
+$401K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$336K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$328K

Top Sells

1
+$1.47M
2
+$514K
3
+$448K
4
CODI icon
Compass Diversified
CODI
+$313K
5
AMZN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$71K 0.03%
2,100
102
– –
-4,123
103
– –
-6,617
1 2 3 4
5