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
$95.7M
AUM Growth
+$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$234K
3
+$215K
4
BALL icon
Ball Corp
BALL
+$183K
5
VTV icon
Vanguard Value ETF
VTV
+$139K

Top Sells

1
+$688K
2
+$618K
3
+$215K
4
MSFT icon
Microsoft
MSFT
+$189K
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$138K

Sector Composition

1 Technology 13.67%
2 Healthcare 9.04%
3 Consumer Staples 5.93%
4 Financials 5.33%
5 Communication Services 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$606K 0.63%
3,392
-28
52
$601K 0.63%
9,441
+61
53
$582K 0.61%
3,840
54
$581K 0.61%
20,465
-95
55
$580K 0.61%
9,015
-5
56
$568K 0.59%
3,984
+4
57
$547K 0.57%
11,548
-502
58
$547K 0.57%
2,200
59
$546K 0.57%
4,073
+3
60
$530K 0.55%
15,150
61
$524K 0.55%
3,720
62
$512K 0.54%
9,993
-587
63
$501K 0.52%
8,666
-104
64
$493K 0.52%
1,560
65
$468K 0.49%
19,773
-297
66
$466K 0.49%
1,600
67
$454K 0.47%
31,070
+70
68
$446K 0.47%
4,016
-4
69
$430K 0.45%
4,400
70
$416K 0.43%
2,332
+2
71
$413K 0.43%
2,385
-5
72
$412K 0.43%
15,574
-396
73
$409K 0.43%
4,048
-2
74
$406K 0.42%
2,133
+3
75
$394K 0.41%
3,275
-105
1 2
3
4 5