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LFA

Laraway Financial Advisors Portfolio holdings

AUM $142M
1-Year Est. Return 22.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$624K
2
+$222K
3
+$149K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$98.2K
5
YEAR icon
AB Ultra Short Income ETF
YEAR
+$89.4K

Top Sells

1
+$814K
2
+$784K
3
+$546K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$397K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$245K

Sector Composition

1 Technology 17.38%
2 Communication Services 7.2%
3 Healthcare 6.25%
4 Financials 6.21%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.43T
$11.4M 7.98%
44,726
-2,099
VTV icon
2
Vanguard Value ETF
VTV
$180B
$6.79M 4.77%
34,605
+373
VUG icon
3
Vanguard Growth ETF
VUG
$223B
$6.38M 4.48%
87,594
+6
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$5.19M 3.65%
7,985
-287
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$225B
$5.09M 3.58%
79,398
-1,605
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.43T
$4.16M 2.92%
14,449
-1,264
XLG icon
7
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
$3.88M 2.73%
71,143
+180
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.05T
$3.75M 2.64%
7,835
-500
NVDA icon
9
NVIDIA
NVDA
$5.05T
$3.66M 2.57%
20,972
-4,275
MSFT icon
10
Microsoft
MSFT
$3.06T
$3.33M 2.34%
8,996
-575
XLV icon
11
State Street Health Care Select Sector SPDR ETF
XLV
$38.9B
$3.29M 2.31%
22,434
-873
XLF icon
12
State Street Financial Select Sector SPDR ETF
XLF
$48.7B
$2.88M 2.02%
58,281
-2,150
XLK icon
13
State Street Technology Select Sector SPDR ETF
XLK
$120B
$2.79M 1.96%
20,979
-1,091
RSP icon
14
Invesco S&P 500 Equal Weight ETF
RSP
$88.8B
$2.48M 1.74%
12,898
-96
LLY icon
15
Eli Lilly
LLY
$1.02T
$2.19M 1.54%
2,381
-164
GOOG icon
16
Alphabet (Google) Class C
GOOG
$4.4T
$2.06M 1.45%
7,177
-75
WMT icon
17
Walmart Inc
WMT
$954B
$1.96M 1.38%
15,776
-898
SPSB icon
18
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$1.94M 1.36%
64,477
+111
AMZN icon
19
Amazon
AMZN
$2.64T
$1.91M 1.34%
9,158
-800
VO icon
20
Vanguard Mid-Cap ETF
VO
$102B
$1.89M 1.33%
26,360
-532
XLU icon
21
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
$1.88M 1.32%
40,872
-91
LRCX icon
22
Lam Research
LRCX
$406B
$1.73M 1.22%
8,100
-1,000
NFLX icon
23
Netflix
NFLX
$348B
$1.68M 1.18%
17,500
-2,150
COST icon
24
Costco
COST
$432B
$1.61M 1.13%
1,619
-200
SPAB icon
25
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.65B
$1.56M 1.09%
60,718
-15
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