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 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
76
$363K 0.36%
3,701
-148
77
$360K 0.36%
15,869
-49
78
$357K 0.35%
6,900
-500
79
$354K 0.35%
3,966
-150
80
$353K 0.35%
2,032
-200
81
$327K 0.32%
2,475
-300
82
$327K 0.32%
8,903
-540
83
$315K 0.31%
+8,100
84
$305K 0.3%
3,125
85
$289K 0.29%
3,558
+32
86
$286K 0.28%
3,929
87
$282K 0.28%
7,588
-289
88
$272K 0.27%
3,445
89
$257K 0.25%
5,600
+97
90
$250K 0.25%
3,750
-100
91
$249K 0.25%
2,467
-150
92
$248K 0.25%
7,512
+1
93
$245K 0.24%
1,818
+1
94
$237K 0.23%
3,400
95
$233K 0.23%
1,061
-18
96
$233K 0.23%
4,951
-103
97
$229K 0.23%
5,651
-400
98
$216K 0.21%
2,585
-106
99
$215K 0.21%
2,798
-300
100
$209K 0.21%
+1,300