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
$98.7M
AUM Growth
+$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$515K
3
+$219K
4
CVX icon
Chevron
CVX
+$202K
5
VTV icon
Vanguard Value ETF
VTV
+$79K

Top Sells

1
+$422K
2
+$305K
3
+$125K
4
TMO icon
Thermo Fisher Scientific
TMO
+$108K
5
INTC icon
Intel
INTC
+$106K

Sector Composition

1 Technology 15.45%
2 Healthcare 8.45%
3 Consumer Staples 5.53%
4 Communication Services 5.14%
5 Financials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$627K 0.64%
3,217
-175
52
$619K 0.63%
9,178
+8
53
$609K 0.62%
2,700
-250
54
$605K 0.61%
9,015
55
$599K 0.61%
20,465
56
$598K 0.61%
3,737
-175
57
$596K 0.6%
2,812
-463
58
$555K 0.56%
8,941
-500
59
$539K 0.55%
11,251
-297
60
$538K 0.55%
14,200
-950
61
$538K 0.54%
3,615
-225
62
$522K 0.53%
2,285
-100
63
$508K 0.51%
1,510
-90
64
$507K 0.51%
2,190
-10
65
$494K 0.5%
9,310
66
$492K 0.5%
3,773
-300
67
$485K 0.49%
19,773
68
$478K 0.48%
8,167
-499
69
$441K 0.45%
3,470
-250
70
$437K 0.44%
2,058
-75
71
$416K 0.42%
1,410
-150
72
$412K 0.42%
4,116
-162
73
$405K 0.41%
4,100
-300
74
$404K 0.41%
2,232
-100
75
$403K 0.41%
12,324
-3,250
1 2
3
4 5