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
$110M
AUM Growth
-$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.4M
3
+$978K
4
NVDA icon
NVIDIA
NVDA
+$831K
5
NKE icon
Nike
NKE
+$538K

Top Sells

1
+$2.42M
2
+$223K
3
+$129K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$105K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$77.8K

Sector Composition

1 Technology 16.99%
2 Healthcare 8.01%
3 Communication Services 6.39%
4 Financials 5.8%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$252K 0.23%
1,400
102
$243K 0.22%
2,770
103
$219K 0.2%
+3,400
104
$210K 0.19%
3,100
105
$207K 0.19%
7,890
+450
106
$202K 0.18%
+1,240
107
$201K 0.18%
+5,130
108
– –
-2,500
1 2 3 4
5