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
$105M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$334K
2
+$242K
3
+$218K
4
VTV icon
Vanguard Value ETF
VTV
+$144K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$93.6K

Top Sells

1
+$190K
2
+$113K
3
+$88.2K
4
MSFT icon
Microsoft
MSFT
+$80.8K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$79.4K

Sector Composition

1 Technology 17.05%
2 Healthcare 8.3%
3 Communication Services 6.11%
4 Financials 5.68%
5 Consumer Staples 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 1.06%
41,449
-790
27
$1.09M 1.03%
17,368
-50
28
$1.06M 1.01%
45,058
-1,452
29
$1.03M 0.98%
2,125
30
$956K 0.91%
21,436
-1,781
31
$947K 0.9%
6,722
32
$942K 0.9%
2,662
33
$912K 0.87%
15,374
-150
34
$889K 0.84%
17,698
-802
35
$865K 0.82%
16,467
36
$783K 0.74%
3,240
37
$761K 0.72%
7,356
-300
38
$757K 0.72%
4,831
+87
39
$751K 0.71%
3,376
40
$736K 0.7%
7,845
-62
41
$733K 0.7%
2,190
42
$731K 0.69%
6,934
+25
43
$729K 0.69%
9,310
44
$725K 0.69%
27,786
-1,876
45
$706K 0.67%
3,438
+113
46
$694K 0.66%
2,650
47
$681K 0.65%
4,008
48
$678K 0.64%
5,213
-25
49
$675K 0.64%
1,465
-20
50
$661K 0.63%
2,907
-100
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