LFA

Laraway Financial Advisors Portfolio holdings

AUM $132M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$9.68M
2
+$3.97M
3
+$3.96M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.73M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.77%
2 Healthcare 7.89%
3 Communication Services 7.29%
4 Consumer Discretionary 5.7%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 1.17%
+19,060
27
$1.3M 1.16%
+2,300
28
$1.28M 1.15%
+13,760
29
$1.2M 1.07%
+38,160
30
$1.17M 1.04%
+45,600
31
$1.15M 1.03%
+2,910
32
$1.14M 1.02%
+3,390
33
$1.09M 0.97%
+3,930
34
$1.08M 0.97%
+20,400
35
$1.07M 0.96%
+4,150
36
$1.03M 0.92%
+7,200
37
$965K 0.86%
+19,130
38
$960K 0.86%
+3,830
39
$924K 0.82%
+5,400
40
$901K 0.8%
+18,690
41
$891K 0.8%
+33,080
42
$882K 0.79%
+30
43
$872K 0.78%
+10,520
44
$854K 0.76%
+16,570
45
$796K 0.71%
+4,580
46
$788K 0.7%
+15,650
47
$772K 0.69%
+8,860
48
$766K 0.68%
+10,700
49
$753K 0.67%
+3,050
50
$745K 0.67%
+3,950
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