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
$96M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$212K
2
+$22.6K
3
+$19.8K
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$9.5K
5
KO icon
Coca-Cola
KO
+$8.45K

Top Sells

1
+$596K
2
+$93.7K
3
+$86.8K
4
XEL icon
Xcel Energy
XEL
+$80.6K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$63.5K

Sector Composition

1 Technology 16.54%
2 Healthcare 8.63%
3 Communication Services 6.03%
4 Financials 5.45%
5 Consumer Staples 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$188K 0.2%
4,081
-870
102
$186K 0.19%
4,373
-299
103
$185K 0.19%
2,898
+100
104
$178K 0.19%
3,576
105
$163K 0.17%
2,340
106
$147K 0.15%
2,783
-11,240
1 2 3 4
5