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LF
Lighthouse Financial Portfolio holdings
AUM
$166M
1-Year Est. Return
27.11%
This Fund
S&P 500
1 Year Est. Return
+27.11%
AUM
$166M
AUM Growth
+$12.7M
(+8.3%)
Holding
78
Top Buys
| 1 | +$7.57M | |
| 2 | +$1.56M | |
| 3 | +$1.51M | |
| 4 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
+$1.49M |
| 5 |
Microsoft
MSFT
|
+$1.32M |
Top Sells
| 1 | +$5.12M | |
| 2 | +$568K | |
| 3 | +$509K | |
| 4 |
GE Aerospace
GE
|
+$256K |
| 5 |
First Solar
FSLR
|
+$248K |
Sector Composition
| 1 | Technology | 21.27% |
| 2 | Healthcare | 7.11% |
| 3 | Industrials | 5.9% |
| 4 | Consumer Discretionary | 4.99% |
| 5 | Communication Services | 3.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
NVO
76
Novo Nordisk
NVO
$190B
| – | – |
-11,171
|
|
||
77
Rigetti Computing
RGTI
$6.47B
| – | – |
-10,000
|
|
||
78
Invesco S&P 500 Equal Weight ETF
RSP
$88.3B
| – | – |
-1,130
|
|