LFA

Laraway Financial Advisors Portfolio holdings

AUM $146M
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
+16.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$676K
2
+$653K
3
+$455K
4
WPC icon
W.P. Carey
WPC
+$378K
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$232K

Top Sells

1
+$7.58M
2
+$63.2K
3
+$46.4K
4
AAPL icon
Apple
AAPL
+$45.1K
5
UNH icon
UnitedHealth
UNH
+$38.8K

Sector Composition

1 Technology 16.53%
2 Healthcare 7.66%
3 Communication Services 6.5%
4 Financials 6.46%
5 Consumer Staples 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 1.11%
17,747
-159
27
$1.33M 1.06%
17,804
+2
28
$1.25M 0.99%
36,875
+250
29
$1.2M 0.96%
2,418
30
$1.18M 0.94%
23,277
+3,522
31
$1.13M 0.9%
7,225
+651
32
$1.12M 0.89%
37,984
-1,047
33
$1.12M 0.89%
47,913
+90
34
$1.07M 0.85%
7,640
-100
35
$947K 0.75%
7,775
-45
36
$934K 0.74%
21,301
-651
37
$918K 0.73%
3,299
-100
38
$891K 0.71%
1,465
39
$884K 0.7%
2,110
-25
40
$859K 0.68%
2,450
-50
41
$827K 0.66%
3,373
42
$822K 0.65%
4,958
-183
43
$804K 0.64%
13,542
44
$751K 0.6%
3,219
+1
45
$730K 0.58%
10,302
-236
46
$689K 0.55%
5,213
47
$668K 0.53%
4,456
+1
48
$654K 0.52%
9,000
-100
49
$638K 0.51%
23,727
-569
50
$632K 0.5%
3,705
-150
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