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
$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
Technology Select Sector SPDR Fund
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
1
$10.4M 8.88%
49,341
-80
2
$4.68M 4%
12,518
+110
3
$4.36M 3.72%
8,007
-120
4
$4.3M 3.67%
26,815
+507
5
$4.07M 3.47%
9,095
-6
6
$3.65M 3.12%
73,794
+1,027
7
$3.53M 3.01%
24,197
-172
8
$3.28M 2.8%
26,578
+108
9
$2.96M 2.53%
16,270
-25
10
$2.62M 2.24%
57,306
+1,171
11
$2.62M 2.24%
2,895
+7
12
$2.57M 2.2%
6,323
13
$2.52M 2.15%
61,206
-190
14
$2.4M 2.05%
10,610
-248
15
$2.09M 1.78%
13,102
+371
16
$2.05M 1.75%
68,974
-1,664
17
$1.93M 1.65%
9,973
+3
18
$1.68M 1.43%
66,795
-1,027
19
$1.64M 1.4%
3,222
+2
20
$1.57M 1.34%
1,842
21
$1.55M 1.33%
6,410
+219
22
$1.43M 1.22%
20,921
-215
23
$1.41M 1.2%
17,955
-99
24
$1.38M 1.18%
2,043
25
$1.34M 1.14%
2,418
1
2 3 4 5