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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
JPST icon
26
JPMorgan Ultra-Short Income ETF
JPST
$38.7B
$1.41M 0.99%
27,861
+1,939
SCHA icon
27
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$1.39M 0.97%
47,672
-4,774
SLYV icon
28
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.66B
$1.36M 0.96%
14,420
-1,889
CWI icon
29
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.69B
$1.35M 0.95%
36,847
-75
SPLV icon
30
Invesco S&P 500 Low Volatility ETF
SPLV
$6.9B
$1.32M 0.93%
18,095
+53
META icon
31
Meta Platforms (Facebook)
META
$1.49T
$1.32M 0.93%
2,300
-290
PH icon
32
Parker-Hannifin
PH
$111B
$1.21M 0.85%
1,348
-112
JNJ icon
33
Johnson & Johnson
JNJ
$559B
$1.16M 0.82%
4,756
-198
TJX icon
34
TJX Companies
TJX
$176B
$1.16M 0.82%
7,275
-300
VLO icon
35
Valero Energy
VLO
$76.7B
$1.15M 0.81%
4,638
-350
HTRB icon
36
Hartford Total Return Bond ETF
HTRB
$2.22B
$1.14M 0.8%
33,834
-1,758
TMO icon
37
Thermo Fisher Scientific
TMO
$175B
$1.08M 0.76%
2,188
-125
ORCL icon
38
Oracle
ORCL
$609B
$1M 0.7%
6,810
-500
COR icon
39
Cencora
COR
$53.3B
$942K 0.66%
3,000
-150
WDC icon
40
Western Digital
WDC
$182B
$910K 0.64%
3,365
-810
FIXD icon
41
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.29B
$907K 0.64%
20,803
+95
JPM icon
42
JPMorgan Chase
JPM
$834B
$896K 0.63%
3,046
-275
UNH icon
43
UnitedHealth
UNH
$369B
$767K 0.54%
2,836
-162
JEPI icon
44
JPMorgan Equity Premium Income ETF
JEPI
$44.1B
$767K 0.54%
13,531
+985
LOW icon
45
Lowe's Companies
LOW
$117B
$726K 0.51%
3,071
-250
BRK.A icon
46
Berkshire Hathaway Class A
BRK.A
$1.04T
$718K 0.5%
1
VGIT icon
47
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.8B
$707K 0.5%
11,872
-221
SNDK
48
Sandisk
SNDK
$243B
$702K 0.49%
+1,105
COF icon
49
Capital One
COF
$112B
$684K 0.48%
3,748
-203
BND icon
50
Vanguard Total Bond Market
BND
$156B
$683K 0.48%
9,271
+532
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