LFS
Lighthouse Financial Services Portfolio holdings
AUM
$443M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$443M
AUM Growth
+$8.51M
(+2%)
Holding
103
Top Buys
| 1 | +$1.91M | |
| 2 | +$1.52M | |
| 3 | +$815K | |
| 4 |
Microsoft
MSFT
|
+$800K |
| 5 |
Cheniere Energy
LNG
|
+$791K |
Top Sells
| 1 | +$1.96M | |
| 2 | +$1.8M | |
| 3 | +$1.77M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.13M |
| 5 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$645K |
Sector Composition
| 1 | Technology | 12.15% |
| 2 | Financials | 6.15% |
| 3 | Communication Services | 3.68% |
| 4 | Healthcare | 3.38% |
| 5 | Industrials | 2.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Comcast
CMCSA
$90.1B
| – | – |
-9,715
|
|
||
102
Salesforce
CRM
$145B
| – | – |
-6,677
|
|
||
103
Veralto
VLTO
$20.7B
| – | – |
-2,140
|
|