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
$125M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$428K
2
+$366K
3
+$249K
4
INGR icon
Ingredion
INGR
+$230K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$229K

Top Sells

1
+$394K
2
+$123K
3
+$104K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$102K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$76K

Sector Composition

1 Technology 18.26%
2 Healthcare 8.57%
3 Communication Services 6.34%
4 Financials 6.05%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.16%
2,043
27
$1.32M 1.05%
7,740
+796
28
$1.31M 1.05%
16,254
-23
29
$1.29M 1.03%
36,845
+1,668
30
$1.28M 1.02%
17,856
+2
31
$1.23M 0.98%
47,900
-508
32
$1.21M 0.97%
39,875
-560
33
$1.15M 0.92%
2,135
-25
34
$1.12M 0.89%
6,673
35
$1.01M 0.8%
19,828
+659
36
$955K 0.76%
21,115
+1,246
37
$926K 0.74%
1,465
38
$922K 0.74%
7,845
39
$890K 0.71%
10,525
-39
40
$888K 0.71%
3,278
+1
41
$882K 0.7%
7,406
42
$849K 0.68%
14,055
-645
43
$835K 0.67%
3,240
44
$776K 0.62%
4,787
-48
45
$751K 0.6%
9,200
-100
46
$739K 0.59%
3,285
-114
47
$721K 0.58%
3,150
48
$711K 0.57%
3,373
49
$704K 0.56%
5,213
50
$698K 0.56%
1,722
+312
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