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
$94M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$661K
3
+$652K
4
VUG icon
Vanguard Growth ETF
VUG
+$566K
5
SPBO icon
SPDR Portfolio Corporate Bond ETF
SPBO
+$180K

Top Sells

1
+$1.98M
2
+$429K
3
+$219K
4
CVX icon
Chevron
CVX
+$202K
5
TRPA
Hartford AAA CLO ETF
TRPA
+$201K

Sector Composition

1 Technology 15.1%
2 Healthcare 8.77%
3 Consumer Staples 5.84%
4 Communication Services 5.5%
5 Financials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 1.17%
46,200
-1,380
27
$1.07M 1.14%
17,580
-1,360
28
$1.03M 1.1%
2,150
-120
29
$1.01M 1.07%
12,990
-770
30
$991K 1.05%
35,520
-1,820
31
$928K 0.99%
5,230
-180
32
$921K 0.98%
18,390
-900
33
$913K 0.97%
46,860
-480
34
$843K 0.9%
3,620
-210
35
$794K 0.84%
7,200
36
$763K 0.81%
31,900
-82,740
37
$740K 0.79%
4,440
-140
38
$739K 0.79%
18,240
-510
39
$706K 0.75%
23,440
-200
40
$686K 0.73%
3,930
-220
41
$676K 0.72%
6,610
-300
42
$658K 0.7%
9,290
+10
43
$620K 0.66%
29,270
-1,000
44
$615K 0.65%
5,790
-430
45
$599K 0.64%
16,010
-560
46
$596K 0.63%
15,180
-470
47
$591K 0.63%
19,970
+6,080
48
$590K 0.63%
9,370
-380
49
$587K 0.62%
12,150
-120
50
$582K 0.62%
9,020
-750
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2
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