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
$130M
AUM Growth
+$4.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$295K
3
+$244K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
VTV icon
Vanguard Value ETF
VTV
+$206K

Top Sells

1
+$174K
2
+$125K
3
+$55.3K
4
INTC icon
Intel
INTC
+$46.2K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$43.7K

Sector Composition

1 Technology 18.25%
2 Healthcare 7.68%
3 Communication Services 6.81%
4 Financials 5.92%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 1.2%
17,906
+1
27
$1.5M 1.16%
2,562
28
$1.29M 0.99%
7,740
29
$1.26M 0.97%
2,418
30
$1.25M 0.96%
6,574
-99
31
$1.25M 0.96%
17,802
-54
32
$1.24M 0.95%
47,823
-77
33
$1.22M 0.94%
36,625
-220
34
$1.09M 0.84%
39,031
-844
35
$995K 0.77%
19,755
-73
36
$945K 0.73%
7,820
-25
37
$943K 0.73%
21,952
+837
38
$932K 0.72%
1,465
39
$880K 0.68%
2,135
40
$809K 0.62%
3,373
41
$794K 0.61%
3,218
-60
42
$790K 0.61%
2,500
43
$785K 0.61%
13,542
-513
44
$764K 0.59%
3,399
+114
45
$755K 0.58%
10,538
+13
46
$744K 0.57%
5,141
+354
47
$711K 0.55%
3,215
-25
48
$677K 0.52%
4,455
+470
49
$670K 0.52%
1,722
50
$668K 0.51%
3,855
-25
1
2
3 4 5