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
76
$445K 0.41%
13,890
+1,860
77
$435K 0.4%
8,180
78
$430K 0.39%
+5,140
79
$420K 0.38%
4,240
80
$418K 0.38%
2,180
81
$387K 0.35%
2,200
82
$384K 0.35%
3,086
83
$359K 0.33%
15,170
-500
84
$342K 0.31%
6,970
+450
85
$340K 0.31%
4,140
-20
86
$338K 0.31%
3,380
87
$338K 0.31%
3,600
88
$322K 0.29%
3,580
89
$319K 0.29%
7,130
-630
90
$319K 0.29%
3,410
-25,920
91
$307K 0.28%
1,900
+50
92
$291K 0.27%
2,210
93
$290K 0.26%
5,850
94
$278K 0.25%
+3,640
95
$275K 0.25%
2,800
96
$275K 0.25%
5,670
-1,000
97
$262K 0.24%
5,560
-180
98
$257K 0.23%
1,130
99
$257K 0.23%
6,853
100
$256K 0.23%
2,530
1 2 3
4
5