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
$89.5M
AUM Growth
-$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$255K
2
+$233K
3
+$223K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$118K
5
VTV icon
Vanguard Value ETF
VTV
+$102K

Top Sells

1
+$246K
2
+$214K
3
+$210K
4
TM icon
Toyota
TM
+$200K
5
UNH icon
UnitedHealth
UNH
+$20.1K

Sector Composition

1 Technology 14.89%
2 Healthcare 8.69%
3 Consumer Staples 5.92%
4 Financials 5.29%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 1.14%
17,500
-80
27
$1.02M 1.14%
12,980
-10
28
$1.01M 1.13%
2,150
29
$976K 1.09%
46,080
-120
30
$911K 1.02%
35,180
-340
31
$902K 1.01%
47,200
+340
32
$851K 0.95%
5,210
-20
33
$841K 0.94%
18,470
+80
34
$830K 0.93%
3,620
35
$789K 0.88%
18,240
36
$758K 0.85%
4,040
+110
37
$725K 0.81%
4,440
38
$712K 0.8%
31,420
-480
39
$706K 0.79%
7,350
+150
40
$685K 0.77%
23,270
-170
41
$618K 0.69%
5,790
42
$618K 0.69%
29,200
-70
43
$596K 0.67%
9,310
+20
44
$571K 0.64%
9,020
45
$570K 0.64%
12,050
-100
46
$566K 0.63%
20,560
+590
47
$560K 0.63%
9,010
48
$549K 0.61%
6,610
49
$533K 0.6%
3,420
50
$529K 0.59%
3,910
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