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
$96M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$212K
2 +$22.6K
3 +$19.8K
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$9.5K
5
KO icon
Coca-Cola
KO
+$8.45K

Top Sells

1 +$596K
2 +$93.7K
3 +$86.8K
4
XEL icon
Xcel Energy
XEL
+$80.6K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$63.5K

Sector Composition

1 Technology 16.54%
2 Healthcare 8.63%
3 Communication Services 6.03%
4 Financials 5.45%
5 Consumer Staples 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$325K 0.34%
14,687
-1,182
77
$315K 0.33%
3,486
-72
78
$313K 0.33%
3,866
-100
79
$303K 0.32%
2,032
80
$299K 0.31%
8,101
+1
81
$294K 0.31%
8,853
-50
82
$280K 0.29%
3,025
-100
83
$274K 0.29%
3,929
84
$269K 0.28%
2,475
85
$267K 0.28%
1,793
-25
86
$266K 0.28%
3,702
+1
87
$262K 0.27%
3,445
88
$261K 0.27%
3,400
89
$255K 0.27%
1,061
90
$255K 0.27%
5,817
+217
91
$251K 0.26%
2,467
92
$245K 0.25%
7,550
-38
93
$239K 0.25%
7,238
-274
94
$234K 0.24%
1,300
95
$222K 0.23%
2,300
96
$219K 0.23%
3,750
97
$212K 0.22%
+8,979
98
$209K 0.22%
1,241
99
$205K 0.21%
5,301
-350
100
$193K 0.2%
2,470
-115