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
$117M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$275K
2
+$81.3K
3
+$59.1K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$53.6K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$53K

Top Sells

1
+$402K
2
+$86.3K
3
+$72.4K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$65.3K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$56.1K

Sector Composition

1 Technology 18.5%
2 Healthcare 8.77%
3 Communication Services 6.87%
4 Financials 5.59%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 1.1%
2,562
27
$1.22M 1.05%
6,673
+1
28
$1.18M 1.01%
35,177
-617
29
$1.16M 0.99%
17,854
-281
30
$1.15M 0.98%
48,408
+1,134
31
$1.14M 0.98%
40,435
-362
32
$1.1M 0.94%
16,277
+7
33
$1.06M 0.9%
7,406
34
$990K 0.85%
9,300
35
$980K 0.84%
6,944
+10
36
$967K 0.83%
19,169
-496
37
$864K 0.74%
7,845
38
$856K 0.73%
14,700
-675
39
$855K 0.73%
19,869
-696
40
$834K 0.71%
3,240
41
$817K 0.7%
5,213
42
$783K 0.67%
2,160
43
$766K 0.65%
3,399
+1
44
$748K 0.64%
10,564
+12
45
$741K 0.63%
1,465
46
$723K 0.62%
3,277
47
$707K 0.6%
4,835
+2
48
$702K 0.6%
26,984
-210
49
$682K 0.58%
3,373
50
$661K 0.56%
4,009
+1
1
2
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