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
176
$13K 0.01%
+100
177
$13K 0.01%
+250
178
$13K 0.01%
+1,071
179
$12K 0.01%
+61
180
$12K 0.01%
+2,080
181
$12K 0.01%
+137
182
$12K 0.01%
+620
183
$12K 0.01%
+262
184
$11K 0.01%
+50
185
$11K 0.01%
+57
186
$11K 0.01%
+80
187
$10K ﹤0.01%
+9
188
$10K ﹤0.01%
+5
189
$10K ﹤0.01%
+726
190
$10K ﹤0.01%
+500
191
$10K ﹤0.01%
+134
192
$9K ﹤0.01%
+141
193
$9K ﹤0.01%
+248
194
$9K ﹤0.01%
+264
195
$8K ﹤0.01%
+176
196
$8K ﹤0.01%
+200
197
$8K ﹤0.01%
+44
198
$8K ﹤0.01%
+242
199
$8K ﹤0.01%
+274
200
$8K ﹤0.01%
+152
6 7
8
9 10