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
$96M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$212K
2
+$22.6K
3
+$19.8K
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$9.5K
5
KO icon
Coca-Cola
KO
+$8.45K

Top Sells

1
+$596K
2
+$93.7K
3
+$86.8K
4
XEL icon
Xcel Energy
XEL
+$80.6K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$63.5K

Sector Composition

1 Technology 16.54%
2 Healthcare 8.63%
3 Communication Services 6.03%
4 Financials 5.45%
5 Consumer Staples 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 1.1%
42,239
-290
27
$1.02M 1.07%
17,418
+337
28
$976K 1.02%
23,217
-697
29
$963K 1%
46,510
-2,868
30
$928K 0.97%
18,500
-85
31
$887K 0.92%
15,524
-331
32
$886K 0.92%
6,722
+28
33
$878K 0.91%
16,467
-117
34
$814K 0.85%
3,240
35
$802K 0.84%
2,125
+5
36
$799K 0.83%
2,662
37
$749K 0.78%
29,662
-448
38
$742K 0.77%
5,238
39
$739K 0.77%
4,744
-43
40
$732K 0.76%
6,909
41
$703K 0.73%
7,907
42
$702K 0.73%
3,376
-74
43
$696K 0.73%
7,656
-400
44
$679K 0.71%
4,008
45
$643K 0.67%
2,190
46
$614K 0.64%
10,724
-88
47
$610K 0.64%
2,650
48
$607K 0.63%
27,470
-1,178
49
$607K 0.63%
3,007
-10
50
$598K 0.62%
3,325
-212
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