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
$112M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$9.68M
2 +$3.97M
3 +$3.96M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.73M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.68M

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