We are live on ! Find out more
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
51
$411K 0.27%
2,020
52
$405K 0.27%
1,440
53
$400K 0.26%
+1,558
54
$388K 0.26%
3,500
55
$372K 0.25%
2,550
-1,800
56
$352K 0.23%
700
-280
57
$313K 0.21%
7,000
-4,000
58
$290K 0.19%
4,237
-175
59
$289K 0.19%
1,150
60
$276K 0.18%
1,250
-600
61
$261K 0.17%
392
62
$259K 0.17%
82,759
63
$256K 0.17%
2,710
64
$250K 0.17%
833
65
$250K 0.17%
+20,300
66
$245K 0.16%
3,262
67
$241K 0.16%
4,450
68
$226K 0.15%
1,473
-100
69
$226K 0.15%
8,863
70
$225K 0.15%
2,979
71
$222K 0.15%
+2,188
72
$216K 0.14%
+300
73
$214K 0.14%
1,130
-600
74
$208K 0.14%
+1,890
75
$204K 0.13%
1,004
-52
1 2
3
4