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
$95.7M
AUM Growth
+$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$234K
3
+$215K
4
BALL icon
Ball Corp
BALL
+$183K
5
VTV icon
Vanguard Value ETF
VTV
+$139K

Top Sells

1
+$688K
2
+$618K
3
+$215K
4
MSFT icon
Microsoft
MSFT
+$189K
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$138K

Sector Composition

1 Technology 13.67%
2 Healthcare 9.04%
3 Consumer Staples 5.93%
4 Financials 5.33%
5 Communication Services 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 1.12%
12,791
-189
27
$1.07M 1.12%
44,354
-1,726
28
$1.02M 1.07%
17,500
29
$1.01M 1.06%
49,926
+2,726
30
$970K 1.01%
2,125
-25
31
$921K 0.96%
5,212
+2
32
$900K 0.94%
34,774
-406
33
$898K 0.94%
10,688
+28
34
$875K 0.91%
17,457
-1,013
35
$862K 0.9%
18,240
36
$839K 0.88%
3,634
+14
37
$798K 0.83%
4,416
-24
38
$797K 0.83%
3,999
-41
39
$771K 0.81%
6,590
-20
40
$734K 0.77%
5,788
-2
41
$717K 0.75%
9,007
-3
42
$708K 0.74%
31,040
-380
43
$693K 0.72%
22,817
-453
44
$673K 0.7%
8,234
+74
45
$648K 0.68%
3,912
+2
46
$647K 0.68%
7,294
-56
47
$643K 0.67%
9,170
-140
48
$639K 0.67%
2,900
49
$625K 0.65%
2,120
50
$613K 0.64%
2,950
1
2
3 4 5