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
1
$9.68M 8.64%
+54,530
2
$3.97M 3.54%
+11,810
3
$3.96M 3.54%
+28,120
4
$2.73M 2.44%
+69,880
5
$2.68M 2.39%
+18,400
6
$2.63M 2.35%
+5,540
7
$2.58M 2.31%
+83,400
8
$2.58M 2.3%
+29,330
9
$2.46M 2.2%
+7,680
10
$2.39M 2.14%
+80,790
11
$2.34M 2.09%
+14,380
12
$2.29M 2.04%
+15,560
13
$2.23M 1.99%
+12,830
14
$2.18M 1.95%
+59,100
15
$2.12M 1.89%
+41,410
16
$2.11M 1.88%
+7,050
17
$2.07M 1.85%
+3,100
18
$2.04M 1.82%
+4,070
19
$1.81M 1.61%
+10,800
20
$1.66M 1.48%
+23,150
21
$1.46M 1.3%
+5,720
22
$1.43M 1.28%
+36,070
23
$1.41M 1.26%
+48,200
24
$1.32M 1.18%
+2,190
25
$1.32M 1.18%
+19,830
1
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