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
$101M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$315K
2
+$209K
3
+$19.1K
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.45K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.27K

Top Sells

1
+$664K
2
+$355K
3
+$278K
4
LLY icon
Eli Lilly
LLY
+$148K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$138K

Sector Composition

1 Technology 17.16%
2 Healthcare 8.26%
3 Communication Services 5.63%
4 Consumer Staples 5.24%
5 Financials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 1.07%
49,378
-1,830
27
$1.07M 1.06%
17,081
+68
28
$1.06M 1.04%
23,914
-292
29
$1.01M 0.99%
1,868
-120
30
$934K 0.92%
2,120
31
$932K 0.92%
18,585
+381
32
$930K 0.92%
15,855
-1,195
33
$928K 0.92%
14,023
+18
34
$869K 0.86%
16,584
-1,191
35
$823K 0.81%
6,909
-250
36
$810K 0.8%
6,694
37
$802K 0.79%
10,812
-989
38
$797K 0.79%
3,240
-194
39
$792K 0.78%
4,787
-217
40
$789K 0.78%
30,110
-1,424
41
$779K 0.77%
3,450
-249
42
$764K 0.76%
2,662
-150
43
$742K 0.73%
4,008
-159
44
$681K 0.67%
3,537
-200
45
$670K 0.66%
7,907
-500
46
$663K 0.66%
2,650
47
$661K 0.65%
28,648
-1,518
48
$652K 0.64%
8,056
-600
49
$639K 0.63%
5,790
-550
50
$614K 0.61%
5,238
-300
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