LFA

Laraway Financial Advisors Portfolio holdings

AUM $146M
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
+16.48%
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 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
101
$209K 0.19%
+3,100
102
$200K 0.18%
+7,440