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
$101M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$315K
2
+$209K
3
+$19.1K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.45K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.27K

Top Sells

1
+$664K
2
+$355K
3
+$278K
4
LLY icon
Eli Lilly
LLY
+$148K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$138K

Sector Composition

1 Technology 17.16%
2 Healthcare 8.26%
3 Communication Services 5.63%
4 Consumer Staples 5.24%
5 Financials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.21%
3,576
102
$208K 0.21%
4,672
-299
103
$208K 0.21%
2,300
-200
104
$195K 0.19%
1,241
105
$162K 0.16%
2,340
-200
106
– –
-3,984
107
– –
-3,312
1 2 3 4
5