We are live on ! Find out more
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
$142M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$624K
2
+$222K
3
+$149K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$98.2K
5
YEAR icon
AB Ultra Short Income ETF
YEAR
+$89.4K

Top Sells

1
+$814K
2
+$784K
3
+$546K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$397K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$245K

Sector Composition

1 Technology 17.38%
2 Communication Services 7.2%
3 Healthcare 6.25%
4 Financials 6.21%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RTX icon
51
RTX Corp
RTX
$241B
$678K 0.48%
3,513
-399
CWB icon
52
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.2B
$675K 0.47%
7,375
-12
FDX icon
53
FedEx
FDX
$78.8B
$662K 0.47%
1,860
-200
V icon
54
Visa
V
$608B
$656K 0.46%
2,170
-280
CAT icon
55
Caterpillar
CAT
$422B
$647K 0.45%
913
WPC icon
56
W.P. Carey
WPC
$16.5B
$629K 0.44%
9,251
XEL icon
57
Xcel Energy
XEL
$48.5B
$624K 0.44%
7,855
KO icon
58
Coca-Cola
KO
$342B
$608K 0.43%
7,992
-840
PEP icon
59
PepsiCo
PEP
$192B
$602K 0.42%
3,874
-483
SCHP icon
60
Schwab US TIPS ETF
SCHP
$15.6B
$595K 0.42%
22,350
-635
SCHZ icon
61
Schwab US Aggregate Bond ETF
SCHZ
$10.3B
$587K 0.41%
25,273
-61
ITW icon
62
Illinois Tool Works
ITW
$72.6B
$586K 0.41%
2,250
-100
SPBO icon
63
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.95B
$584K 0.41%
20,104
+102
SPTM icon
64
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.4B
$569K 0.4%
7,198
+882
VYM icon
65
Vanguard High Dividend Yield ETF
VYM
$78.3B
$566K 0.4%
3,820
+77
SPMD icon
66
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.5B
$562K 0.4%
9,490
+302
CVX icon
67
Chevron
CVX
$377B
$561K 0.39%
2,710
+818
UHS icon
68
Universal Health Services
UHS
$8.65B
$546K 0.38%
3,050
-100
XLE icon
69
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$537K 0.38%
8,765
+1,417
SCHE icon
70
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$526K 0.37%
15,969
-1,179
YEAR icon
71
AB Ultra Short Income ETF
YEAR
$1.46B
$520K 0.37%
10,293
+1,771
HD icon
72
Home Depot
HD
$309B
$501K 0.35%
1,522
-100
ERIE icon
73
Erie Indemnity
ERIE
$11.7B
$493K 0.35%
1,960
PG icon
74
Procter & Gamble
PG
$338B
$481K 0.34%
3,330
-250
SDVY icon
75
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.8B
$473K 0.33%
12,004
+1,427
1 2
3
4 5