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
$94M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$661K
3
+$652K
4
VUG icon
Vanguard Growth ETF
VUG
+$566K
5
SPBO icon
SPDR Portfolio Corporate Bond ETF
SPBO
+$180K

Top Sells

1
+$1.98M
2
+$429K
3
+$219K
4
CVX icon
Chevron
CVX
+$202K
5
TRPA
Hartford AAA CLO ETF
TRPA
+$201K

Sector Composition

1 Technology 15.1%
2 Healthcare 8.77%
3 Consumer Staples 5.84%
4 Communication Services 5.5%
5 Financials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$582K 0.62%
2,960
-190
52
$571K 0.61%
8,180
-680
53
$554K 0.59%
3,850
-200
54
$553K 0.59%
3,910
+110
55
$546K 0.58%
10,410
-470
56
$544K 0.58%
3,380
-110
57
$541K 0.58%
2,390
-100
58
$538K 0.57%
3,420
-100
59
$529K 0.56%
2,900
-150
60
$516K 0.55%
8,770
61
$509K 0.54%
20,070
-460
62
$503K 0.54%
9,010
-400
63
$470K 0.5%
31,000
+500
64
$464K 0.49%
9,150
-70
65
$459K 0.49%
4,070
-200
66
$428K 0.46%
1,560
-50
67
$423K 0.45%
2,200
68
$418K 0.44%
4,430
-200
69
$416K 0.44%
4,400
-300
70
$410K 0.44%
19,450
-140
71
$406K 0.43%
2,330
72
$403K 0.43%
9,500
-1,100
73
$394K 0.42%
1,600
-100
74
$389K 0.41%
4,050
-190
75
$378K 0.4%
2,160
-10
1 2
3
4 5