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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
76
– –
-1,600
77
– –
-2,000
78
– –
-5,400
1 2 3
4