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
$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
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
Health Care Select Sector SPDR Fund
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
1
$10M 9.9%
51,631
-1,829
2
$3.58M 3.54%
8,077
-163
3
$3.53M 3.49%
24,870
-291
4
$3.51M 3.47%
12,390
-66
5
$3.42M 3.38%
74,005
-2,023
6
$3.27M 3.23%
24,633
-1,039
7
$3.22M 3.19%
9,469
-402
8
$2.26M 2.23%
76,767
-352
9
$2.19M 2.17%
6,423
-150
10
$2.09M 2.07%
62,123
-2,416
11
$1.99M 1.97%
16,620
-650
12
$1.98M 1.96%
13,246
-166
13
$1.93M 1.9%
75,907
-465
14
$1.9M 1.87%
54,220
-90
15
$1.88M 1.86%
10,826
-475
16
$1.61M 1.59%
3,346
-149
17
$1.44M 1.43%
3,074
-315
18
$1.39M 1.38%
18,053
-240
19
$1.36M 1.34%
20,759
-696
20
$1.34M 1.33%
6,094
-155
21
$1.32M 1.31%
10,133
-300
22
$1.32M 1.3%
39,433
-2,174
23
$1.29M 1.27%
2,468
-190
24
$1.17M 1.15%
27,570
25
$1.11M 1.1%
42,529
-462
1
2 3 4 5