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LFA

Laraway Financial Advisors Portfolio holdings

AUM $142M
1-Year Est. Return 22.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$727K
3
+$309K
4
VUG icon
Vanguard Growth ETF
VUG
+$284K
5
MDT icon
Medtronic
MDT
+$229K

Top Sells

1
+$198K
2
+$157K
3
+$140K
4
AAPL icon
Apple
AAPL
+$34.3K
5
NFLX icon
Netflix
NFLX
+$30.5K

Sector Composition

1 Technology 18.91%
2 Communication Services 7.6%
3 Financials 7.08%
4 Healthcare 6.35%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 1.12%
63,656
-143
27
$1.48M 1.01%
16,669
+101
28
$1.42M 0.97%
50,959
+4,331
29
$1.32M 0.9%
37,916
-75
30
$1.31M 0.89%
17,839
+157
31
$1.24M 0.84%
24,349
+1,469
32
$1.23M 0.84%
9,200
+200
33
$1.23M 0.84%
35,860
-140
34
$1.12M 0.77%
2,318
35
$1.12M 0.77%
7,775
36
$1.11M 0.76%
1,460
37
$1.07M 0.73%
3,096
+163
38
$1.06M 0.73%
3,371
-2
39
$1.02M 0.69%
3,250
-50
40
$924K 0.63%
20,802
+63
41
$920K 0.63%
4,963
+2
42
$883K 0.6%
5,188
43
$840K 0.57%
3,951
44
$836K 0.57%
2,450
45
$834K 0.57%
3,320
+101
46
$780K 0.53%
10,330
+14
47
$759K 0.52%
12,642
-50
48
$754K 0.51%
+1
49
$696K 0.48%
7,687
-213
50
$663K 0.45%
3,962
+76
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