LF

Lighthouse Financial Portfolio holdings

AUM $151M
1-Year Est. Return 22.62%
This Quarter Est. Return
1 Year Est. Return
+22.62%
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 +$3.91M
2 +$3.46M
3 +$2.12M
4
RGTI icon
Rigetti Computing
RGTI
+$1.47M
5
CRWV
CoreWeave Inc
CRWV
+$1.17M

Top Sells

1 +$1.35M
2 +$1.19M
3 +$1,000K
4
NVDA icon
NVIDIA
NVDA
+$742K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$368K

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
BIIB icon
76
Biogen
BIIB
$26.7B
-1,600
NOC icon
77
Northrop Grumman
NOC
$78.1B
-2,000
PSTG icon
78
Pure Storage
PSTG
$23.4B
-5,400