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
151
$28K 0.01%
+50
152
$27K 0.01%
+122
153
$27K 0.01%
+211
154
$27K 0.01%
+694
155
$25K 0.01%
+380
156
$24K 0.01%
+170
157
$22K 0.01%
+627
158
$21K 0.01%
+1,000
159
$20K 0.01%
+7,202
160
$18K 0.01%
+620
161
$18K 0.01%
+217
162
$18K 0.01%
+79
163
$17K 0.01%
+205
164
$17K 0.01%
+67
165
$17K 0.01%
+629
166
$16K 0.01%
+59
167
$16K 0.01%
+98
168
$15K 0.01%
+63
169
$15K 0.01%
+628
170
$15K 0.01%
+304
171
$14K 0.01%
+143
172
$14K 0.01%
+122
173
$14K 0.01%
+81
174
$14K 0.01%
+114
175
$13K 0.01%
+203
5 6
7
8 9