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
1
$10.4M 9.44%
60,210
+5,680
2
$3.75M 3.41%
27,350
-770
3
$3.72M 3.39%
12,060
+250
4
$2.82M 2.57%
6,250
+710
5
$2.63M 2.39%
17,770
+2,210
6
$2.61M 2.37%
68,010
-1,870
7
$2.59M 2.36%
18,600
+200
8
$2.47M 2.25%
7,000
-50
9
$2.45M 2.23%
51,060
+9,650
10
$2.4M 2.18%
8,330
+650
11
$2.38M 2.17%
79,130
-4,270
12
$2.26M 2.06%
14,320
-60
13
$2.17M 1.98%
78,050
-2,740
14
$2.07M 1.89%
58,900
-200
15
$2.06M 1.88%
4,050
-20
16
$1.96M 1.79%
114,640
+81,560
17
$1.96M 1.79%
12,340
-490
18
$1.8M 1.64%
11,000
+200
19
$1.79M 1.63%
3,040
-60
20
$1.69M 1.54%
22,630
-520
21
$1.66M 1.51%
+19,950
22
$1.46M 1.33%
39,710
+3,640
23
$1.41M 1.28%
5,920
+200
24
$1.31M 1.19%
47,580
-620
25
$1.3M 1.19%
2,270
-30
1
2 3 4 5