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LF

Lighthouse Financial Portfolio holdings

AUM $166M
1-Year Est. Return 27.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.44M
3
+$2.19M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.02M
5
CRWV
CoreWeave Inc
CRWV
+$1.01M

Top Sells

1
+$1.32M
2
+$1.16M
3
+$1,000K
4
NVDA icon
NVIDIA
NVDA
+$693K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$347K

Sector Composition

1 Technology 22.55%
2 Healthcare 5.86%
3 Consumer Discretionary 5.44%
4 Industrials 4.9%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.77%
+8,558
27
$1.17M 0.77%
1,903
28
$1.07M 0.71%
26,680
-5,000
29
$1.04M 0.68%
5,290
+790
30
$816K 0.54%
+50,540
31
$797K 0.53%
341
-1
32
$778K 0.51%
3,360
33
$773K 0.51%
1,738
-494
34
$771K 0.51%
+2,338
35
$731K 0.48%
21,100
36
$720K 0.48%
2,550
-600
37
$656K 0.43%
11,821
-4,680
38
$602K 0.4%
5,340
39
$589K 0.39%
962
-101
40
$579K 0.38%
4,325
-1,050
41
$551K 0.36%
4,000
-100
42
$540K 0.36%
2,910
43
$518K 0.34%
10,800
-200
44
$494K 0.33%
3,900
45
$483K 0.32%
12,950
+1,900
46
$463K 0.31%
1,467
+10
47
$449K 0.3%
+1,590
48
$442K 0.29%
8,211
+400
49
$435K 0.29%
3,010
50
$430K 0.28%
5,750
-250
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