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
$117M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$275K
2
+$81.3K
3
+$59.1K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$53.6K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$53K

Top Sells

1
+$402K
2
+$86.3K
3
+$72.4K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$65.3K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$56.1K

Sector Composition

1 Technology 18.5%
2 Healthcare 8.77%
3 Communication Services 6.87%
4 Financials 5.59%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$239K 0.2%
2,341
-708
102
$236K 0.2%
4,074
103
$227K 0.19%
8,103
104
$216K 0.18%
433
105
$215K 0.18%
3,576
106
$194K 0.17%
1,241
107
$184K 0.16%
1,246
+1
108
$183K 0.16%
2,898
109
$180K 0.15%
1,828
110
$178K 0.15%
4,492
111
$158K 0.14%
2,675
+50
112
– –
-1,548
1 2 3 4
5