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
$98.7M
AUM Growth
+$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$515K
3
+$219K
4
CVX icon
Chevron
CVX
+$202K
5
VTV icon
Vanguard Value ETF
VTV
+$79K

Top Sells

1
+$422K
2
+$305K
3
+$125K
4
TMO icon
Thermo Fisher Scientific
TMO
+$108K
5
INTC icon
Intel
INTC
+$106K

Sector Composition

1 Technology 15.45%
2 Healthcare 8.45%
3 Consumer Staples 5.53%
4 Communication Services 5.14%
5 Financials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 1.09%
51,208
+1,282
27
$1.06M 1.08%
14,005
+16
28
$1.06M 1.08%
17,013
-596
29
$1.02M 1.04%
17,050
-450
30
$988K 1%
1,988
-137
31
$916K 0.93%
18,204
+747
32
$910K 0.92%
11,801
-990
33
$874K 0.89%
17,775
-465
34
$845K 0.86%
31,534
-3,240
35
$778K 0.79%
6,340
-250
36
$776K 0.79%
5,004
-208
37
$773K 0.78%
5,538
-250
38
$773K 0.78%
3,434
-200
39
$766K 0.78%
27,570
-3,500
40
$760K 0.77%
4,167
-249
41
$740K 0.75%
3,699
-300
42
$732K 0.74%
2,120
43
$708K 0.72%
30,166
-874
44
$696K 0.71%
6,694
-600
45
$689K 0.7%
+8,656
46
$665K 0.67%
7,159
-1,075
47
$664K 0.67%
3,984
48
$659K 0.67%
8,407
-600
49
$645K 0.65%
2,650
-250
50
$642K 0.65%
21,082
-1,735
1
2
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