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
$132M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$212K
3
+$212K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$62.5K
5
CVX icon
Chevron
CVX
+$50.1K

Top Sells

1
+$632K
2
+$598K
3
+$158K
4
AAPL icon
Apple
AAPL
+$156K
5
VTV icon
Vanguard Value ETF
VTV
+$151K

Sector Composition

1 Technology 17.76%
2 Communication Services 7.5%
3 Healthcare 6.37%
4 Financials 6.31%
5 Consumer Staples 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.86T
$9.71M 7.37%
47,350
-761
VUG icon
2
Vanguard Growth ETF
VUG
$197B
$5.84M 4.43%
13,329
-360
VTV icon
3
Vanguard Value ETF
VTV
$148B
$5.49M 4.16%
31,063
-852
SPY icon
4
SPDR S&P 500 ETF Trust
SPY
$666B
$5.05M 3.83%
8,178
-116
MSFT icon
5
Microsoft
MSFT
$3.85T
$4.82M 3.66%
9,694
-276
VEA icon
6
Vanguard FTSE Developed Markets ETF
VEA
$180B
$4.38M 3.32%
76,833
-1,763
NVDA icon
7
NVIDIA
NVDA
$4.47T
$4.13M 3.13%
26,147
-340
XLG icon
8
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$3.4M 2.58%
65,279
+1,200
XLV icon
9
Health Care Select Sector SPDR Fund
XLV
$35.7B
$3.16M 2.4%
23,470
-852
XLF icon
10
Financial Select Sector SPDR Fund
XLF
$54.2B
$3.1M 2.35%
59,253
-1,076
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.05M 2.31%
6,278
-20
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$3.1T
$2.77M 2.1%
15,745
-75
XLK icon
13
Technology Select Sector SPDR Fund
XLK
$95B
$2.72M 2.06%
10,749
-169
NFLX icon
14
Netflix
NFLX
$520B
$2.69M 2.04%
2,010
-28
RSP icon
15
Invesco S&P 500 Equal Weight ETF
RSP
$74.7B
$2.37M 1.8%
13,052
+31
AMZN icon
16
Amazon
AMZN
$2.3T
$2.18M 1.66%
9,958
+2
LLY icon
17
Eli Lilly
LLY
$721B
$2.09M 1.58%
2,680
-114
SPSB icon
18
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
$2.02M 1.53%
66,893
-1,606
META icon
19
Meta Platforms (Facebook)
META
$1.84T
$1.92M 1.46%
2,600
COST icon
20
Costco
COST
$415B
$1.8M 1.37%
1,822
-15
VO icon
21
Vanguard Mid-Cap ETF
VO
$88.4B
$1.7M 1.29%
6,070
-227
XLU icon
22
Utilities Select Sector SPDR Fund
XLU
$22.5B
$1.67M 1.27%
20,479
-453
ORCL icon
23
Oracle
ORCL
$805B
$1.67M 1.27%
7,640
WMT icon
24
Walmart
WMT
$853B
$1.65M 1.25%
16,872
-6,114
SPAB icon
25
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.71B
$1.63M 1.24%
63,799
-1,797
1
2 3 4 5