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
76
$459K 0.41%
+8,180
77
$458K 0.41%
+3,086
78
$439K 0.39%
+2,180
79
$424K 0.38%
+2,200
80
$419K 0.37%
+12,030
81
$388K 0.35%
+3,380
82
$386K 0.34%
+15,670
83
$367K 0.33%
+7,760
84
$365K 0.33%
+4,240
85
$344K 0.31%
+3,580
86
$342K 0.31%
+3,600
87
$340K 0.3%
+5,850
88
$338K 0.3%
+6,520
89
$337K 0.3%
+6,853
90
$320K 0.29%
+6,670
91
$319K 0.28%
+4,160
92
$285K 0.25%
+5,740
93
$279K 0.25%
+1,130
94
$260K 0.23%
+2,530
95
$260K 0.23%
+2,800
96
$259K 0.23%
+1,400
97
$253K 0.23%
+2,210
98
$250K 0.22%
+1,850
99
$242K 0.22%
+2,770
100
$223K 0.2%
+2,500
1 2 3
4
5