LF
Lighthouse Financial Portfolio holdings
AUM
$153M
1-Year Est. Return
24.27%
This Fund
S&P 500
1 Year Est. Return
+24.27%
AUM
$151M
AUM Growth
+$20.9M
(+16%)
Holding
78
Top Buys
| 1 | +$3.86M | |
| 2 | +$3.44M | |
| 3 | +$2.19M | |
| 4 |
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 |
NVIDIA
NVDA
|
+$693K |
| 5 |
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
Biogen
BIIB
$27.6B
| – | – |
-1,600
|
|
||
77
Northrop Grumman
NOC
$105B
| – | – |
-2,000
|
|
||
78
Everpure, Inc.
PSTG
$20.2B
| – | – |
-5,400
|
|