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
$110M
AUM Growth
-$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.4M
3
+$978K
4
NVDA icon
NVIDIA
NVDA
+$831K
5
NKE icon
Nike
NKE
+$538K

Top Sells

1
+$2.42M
2
+$223K
3
+$129K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$105K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$77.8K

Sector Composition

1 Technology 16.99%
2 Healthcare 8.01%
3 Communication Services 6.39%
4 Financials 5.8%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 1.16%
18,990
-70
27
$1.19M 1.09%
18,940
-890
28
$1.17M 1.06%
13,760
29
$1.13M 1.03%
37,340
-820
30
$1.13M 1.03%
3,930
31
$1.12M 1.02%
47,340
+1,740
32
$1M 0.91%
20,200
-200
33
$1M 0.91%
7,200
34
$969K 0.88%
19,290
+160
35
$960K 0.87%
5,410
+10
36
$931K 0.85%
18,750
+60
37
$930K 0.85%
6,910
+4,000
38
$881K 0.8%
3,830
39
$839K 0.76%
4,150
40
$832K 0.76%
30,500
+30,470
41
$821K 0.75%
16,570
42
$811K 0.74%
2,170
-20
43
$776K 0.71%
3,490
+100
44
$767K 0.7%
4,580
45
$751K 0.68%
9,770
-750
46
$733K 0.67%
15,650
47
$733K 0.67%
8,860
48
$721K 0.66%
23,640
-580
49
$699K 0.64%
3,150
50
$670K 0.61%
9,280
+10
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