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
76
$350K 0.3%
6,119
77
$346K 0.3%
17,341
-287
78
$346K 0.3%
6,740
+84
79
$335K 0.29%
1,838
+45
80
$329K 0.28%
7,984
+111
81
$329K 0.28%
6,915
82
$325K 0.28%
7,819
+3
83
$319K 0.27%
14,076
-17
84
$310K 0.27%
5,667
+52
85
$308K 0.26%
1,795
+1
86
$304K 0.26%
3,400
87
$298K 0.25%
7,498
88
$296K 0.25%
2,925
89
$275K 0.24%
+3,445
90
$268K 0.23%
3,717
91
$266K 0.23%
1,300
92
$263K 0.22%
4,428
+1
93
$263K 0.22%
2,467
94
$262K 0.22%
4,620
95
$254K 0.22%
2,017
96
$253K 0.22%
2,779
-947
97
$251K 0.21%
2,280
98
$248K 0.21%
2,088
+199
99
$247K 0.21%
1,036
100
$241K 0.21%
4,021
+1
1 2 3
4
5