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
51
$741K 0.66%
+24,220
52
$723K 0.65%
+4,670
53
$720K 0.64%
+3,520
54
$714K 0.64%
+9,410
55
$683K 0.61%
+3,150
56
$677K 0.6%
+4,280
57
$677K 0.6%
+31,670
58
$662K 0.59%
+4,050
59
$650K 0.58%
+11,010
60
$647K 0.58%
+1,560
61
$630K 0.56%
+2,440
62
$628K 0.56%
+9,270
63
$626K 0.56%
+12,530
64
$610K 0.54%
+20,580
65
$577K 0.52%
+9,750
66
$555K 0.5%
+9,130
67
$543K 0.48%
+4,700
68
$541K 0.48%
+1,700
69
$518K 0.46%
+19,640
70
$516K 0.46%
+8,150
71
$513K 0.46%
+2,330
72
$505K 0.45%
+3,800
73
$495K 0.44%
+3,820
74
$489K 0.44%
+9,410
75
$467K 0.42%
+6,220
1 2
3
4 5