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
126
$47K 0.02%
+2,963
127
$47K 0.02%
+2,770
128
$45K 0.02%
+309
129
$45K 0.02%
+93
130
$45K 0.02%
+378
131
$44K 0.02%
+359
132
$43K 0.02%
+724
133
$42K 0.02%
+513
134
$42K 0.02%
+333
135
$42K 0.02%
+224
136
$41K 0.02%
+742
137
$41K 0.02%
+201
138
$41K 0.02%
+1,351
139
$40K 0.02%
+124
140
$36K 0.02%
+381
141
$35K 0.02%
+399
142
$34K 0.02%
+242
143
$31K 0.01%
+86
144
$31K 0.01%
+145
145
$31K 0.01%
+690
146
$30K 0.01%
+2,309
147
$30K 0.01%
+46
148
$30K 0.01%
+274
149
$30K 0.01%
+188
150
$28K 0.01%
+301
4 5
6
7 8