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
$89.5M
AUM Growth
-$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$255K
2
+$233K
3
+$223K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$118K
5
VTV icon
Vanguard Value ETF
VTV
+$102K

Top Sells

1
+$246K
2
+$214K
3
+$210K
4
TM icon
Toyota
TM
+$200K
5
UNH icon
UnitedHealth
UNH
+$20.1K

Sector Composition

1 Technology 14.89%
2 Healthcare 8.69%
3 Consumer Staples 5.92%
4 Financials 5.29%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$526K 0.59%
9,380
+10
52
$524K 0.59%
2,900
53
$524K 0.59%
2,950
-10
54
$508K 0.57%
3,980
+1,750
55
$501K 0.56%
8,770
56
$499K 0.56%
2,120
-40
57
$498K 0.56%
8,160
-20
58
$489K 0.55%
2,200
59
$485K 0.54%
3,840
-10
60
$463K 0.52%
10,580
+170
61
$458K 0.51%
3,380
62
$450K 0.5%
20,070
63
$444K 0.5%
15,150
-30
64
$430K 0.48%
1,560
65
$426K 0.48%
4,070
66
$418K 0.47%
4,430
67
$412K 0.46%
15,970
-40
68
$400K 0.45%
4,400
69
$396K 0.44%
2,330
70
$388K 0.43%
1,600
71
$376K 0.42%
31,000
72
$361K 0.4%
19,320
-130
73
$354K 0.4%
2,390
74
$350K 0.39%
5,140
75
$346K 0.39%
4,020
-20
1 2
3
4 5