LIGHTHOUSE FINANCIAL LLC
LIGHTHOUSE FINANCIAL LLC runs LIGHTHOUSE FINANCIAL LLC and currently holds 74 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $165.85M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LIGHTHOUSE FINANCIAL LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LIGHTHOUSE FINANCIAL LLC's portfolio at LIGHTHOUSE FINANCIAL LLC has delivered returns of +18.70%. Their 3-year annualized return is +10.17%. Looking at the 5-year horizon, LIGHTHOUSE FINANCIAL LLC has achieved +10.17% annualized returns at LIGHTHOUSE FINANCIAL LLC.
Portfolio Value
$165.85M
Alpha Score
10.5
#0 of 1000
Holdings
74
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|