LFA
Lighthouse Financial Advisors Portfolio holdings
AUM
$330M
1-Year Est. Return
62.92%
1 Year Est. Return
+62.92%
AUM
$295M
AUM Growth
+$32.1M
(+12%)
Holding
113
Top Buys
| 1 | +$5.2M | |
| 2 | +$2.61M | |
| 3 | +$2.53M | |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
+$2.42M |
| 5 |
ARK Genomic Revolution ETF
ARKG
|
+$1.05M |
Top Sells
| 1 | +$6.41M | |
| 2 | +$6.13M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Kimberly-Clark
KMB
$39.7B
| $230K | 0.08% |
1,711
-50
|
|
||
102
iShares Russell 1000 ETF
IWB
$45.9B
| $229K | 0.08% |
1,083
|
|
||
103
iShares Russell 1000 Growth ETF
IWF
$127B
| $222K | 0.08% |
+923
|
|
||
104
iShares MBS ETF
MBB
$41.6B
| $220K | 0.07% |
1,999
+39
|
|
||
105
iShares MSCI USA Size Factor ETF
SIZE
$369M
| $220K | 0.07% |
+1,984
|
|
||
106
Meta Platforms (Facebook)
META
$1.63T
| $216K | 0.07% |
+794
|
|
||
107
Coca-Cola
KO
$296B
| $212K | 0.07% |
+3,880
|
|
||
108
Vanguard Small-Cap ETF
VB
$67.4B
| $212K | 0.07% |
1,089
-1,140
|
|
||
109
Tesla
TSLA
$1.52T
| $208K | 0.07% |
+885
|
|
||
110
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.5B
| $202K | 0.07% |
3,280
-350
|
|
||
|
SIEN
111
DELISTED
Sientra, Inc.
SIEN
| $70K | 0.02% |
1,800
-300
|
|
||
|
112
iShares Biotechnology ETF
IBB
$6.38B
| – | – |
-4,230
|
|
||
113
Vanguard S&P 500 ETF
VOO
$777B
| – | – |
-1,367
|
|