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
51
$644K 0.59%
30,270
-1,400
52
$639K 0.58%
3,050
53
$634K 0.58%
4,630
-40
54
$631K 0.57%
6,220
55
$629K 0.57%
3,520
56
$618K 0.56%
4,050
57
$604K 0.55%
9,750
58
$601K 0.55%
12,270
-260
59
$588K 0.54%
3,800
60
$582K 0.53%
4,270
-10
61
$575K 0.52%
2,490
+50
62
$570K 0.52%
20,530
-50
63
$570K 0.52%
9,410
64
$567K 0.52%
10,600
-100
65
$563K 0.51%
10,880
-130
66
$554K 0.5%
3,820
67
$519K 0.47%
8,770
-360
68
$518K 0.47%
4,700
69
$492K 0.45%
4,250
+300
70
$487K 0.44%
19,590
-50
71
$482K 0.44%
1,610
+50
72
$482K 0.44%
1,700
73
$474K 0.43%
2,330
74
$471K 0.43%
8,450
+300
75
$470K 0.43%
9,220
-190
1 2
3
4 5