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
51
$656K 0.56%
2,500
52
$646K 0.55%
2,887
53
$622K 0.53%
2,075
54
$604K 0.52%
2,550
55
$584K 0.5%
25,610
-624
56
$583K 0.5%
3,150
57
$576K 0.49%
8,000
58
$539K 0.46%
3,270
59
$539K 0.46%
8,471
+12
60
$525K 0.45%
2,445
61
$517K 0.44%
18,013
-65
62
$515K 0.44%
16,685
-545
63
$508K 0.43%
3,880
64
$496K 0.42%
10,332
+124
65
$490K 0.42%
18,445
-582
66
$486K 0.42%
12,410
-250
67
$485K 0.41%
1,410
68
$432K 0.37%
5,035
69
$426K 0.36%
3,442
70
$417K 0.36%
7,806
+11
71
$411K 0.35%
5,454
72
$402K 0.34%
6,925
+3
73
$392K 0.34%
3,906
+2
74
$371K 0.32%
11,974
75
$369K 0.32%
3,721
1 2
3
4 5