LFA

Laraway Financial Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$174K
3
+$174K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$57.1K
5
CVX icon
Chevron
CVX
+$49.3K

Top Sells

1
+$632K
2
+$583K
3
+$154K
4
VTV icon
Vanguard Value ETF
VTV
+$144K
5
VUG icon
Vanguard Growth ETF
VUG
+$142K

Sector Composition

1 Technology 17.76%
2 Communication Services 7.5%
3 Healthcare 6.37%
4 Financials 6.31%
5 Consumer Staples 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 1%
16,568
-1,179
27
$1.29M 0.98%
17,682
-122
28
$1.27M 0.96%
7,151
-74
29
$1.24M 0.94%
37,991
+7
30
$1.22M 0.92%
36,000
-875
31
$1.18M 0.89%
46,628
-1,285
32
$1.16M 0.88%
22,880
-397
33
$1.02M 0.77%
1,460
-5
34
$989K 0.75%
3,300
+1
35
$978K 0.74%
3,373
36
$960K 0.73%
7,775
37
$940K 0.71%
2,318
-100
38
$915K 0.69%
2,933
-218
39
$910K 0.69%
20,739
-562
40
$876K 0.66%
9,000
41
$870K 0.66%
2,450
42
$841K 0.64%
+3,951
43
$759K 0.58%
12,692
-850
44
$758K 0.57%
4,961
+3
45
$716K 0.54%
10,316
+14
46
$714K 0.54%
3,219
47
$697K 0.53%
5,188
-25
48
$680K 0.52%
1,960
-150
49
$653K 0.5%
7,900
-100
50
$622K 0.47%
8,792
-9
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2
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