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
51
$599K 0.59%
9,310
52
$594K 0.59%
2,500
-200
53
$589K 0.58%
8,415
-600
54
$586K 0.58%
19,082
-2,000
55
$579K 0.57%
1,485
-25
56
$571K 0.56%
9,185
+7
57
$564K 0.56%
19,535
-930
58
$561K 0.55%
13,500
-700
59
$554K 0.55%
3,017
-200
60
$542K 0.54%
2,185
-100
61
$527K 0.52%
11,054
-197
62
$520K 0.51%
3,573
-200
63
$516K 0.51%
3,270
-200
64
$511K 0.51%
3,370
-245
65
$502K 0.5%
8,334
-607
66
$487K 0.48%
19,773
67
$460K 0.45%
2,190
68
$456K 0.45%
3,900
-200
69
$448K 0.44%
7,768
-399
70
$438K 0.43%
1,410
71
$413K 0.41%
1,958
-100
72
$388K 0.38%
3,366
-250
73
$387K 0.38%
5,035
-50
74
$387K 0.38%
11,574
-750
75
$365K 0.36%
18,704
+3
1 2
3
4 5