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
1
$8.75M 9.12%
51,124
-507
2
$3.45M 3.6%
25,034
+164
3
$3.4M 3.55%
7,962
-115
4
$3.28M 3.42%
12,046
-344
5
$3.19M 3.32%
72,868
-1,137
6
$3.18M 3.31%
24,692
+59
7
$2.96M 3.08%
9,366
-103
8
$2.25M 2.34%
6,423
9
$2.19M 2.28%
74,601
-2,166
10
$2.17M 2.26%
16,560
-60
11
$2.05M 2.14%
61,930
-193
12
$1.87M 1.95%
13,215
-31
13
$1.83M 1.91%
53,902
-318
14
$1.82M 1.89%
74,635
-1,272
15
$1.77M 1.85%
10,827
+1
16
$1.66M 1.73%
3,293
-53
17
$1.61M 1.68%
3,001
-73
18
$1.31M 1.36%
18,053
19
$1.3M 1.35%
10,191
+58
20
$1.27M 1.32%
6,105
+11
21
$1.25M 1.3%
2,468
22
$1.22M 1.27%
38,012
-1,421
23
$1.22M 1.27%
20,663
-96
24
$1.2M 1.26%
27,700
+130
25
$1.05M 1.1%
1,862
-6
1
2 3 4 5