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
$113M
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$229K
3
+$221K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$208K
5
CAH icon
Cardinal Health
CAH
+$205K

Top Sells

1
+$280K
2
+$236K
3
+$178K
4
AAPL icon
Apple
AAPL
+$123K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$60.4K

Sector Composition

1 Technology 16.45%
2 Healthcare 8.84%
3 Communication Services 6.43%
4 Financials 5.99%
5 Consumer Staples 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 1.09%
2,043
-82
27
$1.21M 1.07%
35,794
-1,125
28
$1.19M 1.05%
18,135
+767
29
$1.16M 1.03%
47,274
+2,216
30
$1.16M 1.02%
40,797
-652
31
$1.02M 0.9%
6,672
-50
32
$992K 0.87%
19,665
+1,967
33
$979K 0.86%
16,270
-197
34
$951K 0.84%
7,406
+50
35
$904K 0.8%
9,300
-10
36
$900K 0.79%
15,375
+1
37
$897K 0.79%
20,565
-871
38
$890K 0.78%
5,213
39
$881K 0.78%
3,240
40
$871K 0.77%
6,934
41
$867K 0.76%
2,160
-30
42
$835K 0.74%
3,277
-99
43
$826K 0.73%
3,398
-40
44
$814K 0.72%
1,465
45
$796K 0.7%
7,845
46
$765K 0.67%
4,833
+2
47
$739K 0.65%
2,887
-20
48
$709K 0.63%
27,194
-592
49
$702K 0.62%
4,008
50
$698K 0.62%
2,500
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