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
$105M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$334K
2
+$242K
3
+$218K
4
VTV icon
Vanguard Value ETF
VTV
+$144K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$93.6K

Top Sells

1
+$190K
2
+$113K
3
+$88.2K
4
MSFT icon
Microsoft
MSFT
+$80.8K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$79.4K

Sector Composition

1 Technology 17.05%
2 Healthcare 8.3%
3 Communication Services 6.11%
4 Financials 5.68%
5 Consumer Staples 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$652K 0.62%
10,737
+13
52
$651K 0.62%
2,500
53
$626K 0.59%
26,836
-634
54
$625K 0.59%
5,754
-50
55
$608K 0.58%
3,573
56
$602K 0.57%
11,974
+400
57
$595K 0.57%
8,250
58
$577K 0.55%
13,150
+250
59
$569K 0.54%
19,342
-193
60
$553K 0.53%
2,185
61
$541K 0.51%
17,690
-392
62
$520K 0.49%
10,762
-96
63
$510K 0.48%
1,958
64
$498K 0.47%
8,459
-26
65
$495K 0.47%
3,250
-20
66
$494K 0.47%
3,370
67
$489K 0.46%
1,410
68
$483K 0.46%
19,476
-297
69
$482K 0.46%
7,786
+10
70
$438K 0.42%
3,900
71
$421K 0.4%
5,035
72
$410K 0.39%
7,021
+2
73
$376K 0.36%
16,245
+1,558
74
$375K 0.36%
3,442
+76
75
$374K 0.36%
18,060
-347
1 2
3
4 5