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
$113M
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$229K
3
+$221K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$208K
5
CAH icon
Cardinal Health
CAH
+$205K

Top Sells

1
+$280K
2
+$236K
3
+$178K
4
AAPL icon
Apple
AAPL
+$123K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$60.4K

Sector Composition

1 Technology 16.45%
2 Healthcare 8.84%
3 Communication Services 6.43%
4 Financials 5.99%
5 Consumer Staples 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$684K 0.6%
2,550
-100
52
$676K 0.6%
3,373
-200
53
$674K 0.59%
10,552
-185
54
$603K 0.53%
26,234
-602
55
$601K 0.53%
2,075
-110
56
$584K 0.52%
8,000
-250
57
$575K 0.51%
3,150
-100
58
$550K 0.48%
2,445
-30
59
$549K 0.48%
12,660
-490
60
$541K 0.48%
1,410
61
$531K 0.47%
17,230
-460
62
$531K 0.47%
3,270
-100
63
$529K 0.47%
11,974
64
$526K 0.46%
18,078
-1,264
65
$518K 0.46%
8,459
66
$513K 0.45%
5,454
-300
67
$509K 0.45%
3,880
-20
68
$493K 0.43%
10,208
-554
69
$480K 0.42%
19,027
-449
70
$455K 0.4%
3,721
-70
71
$454K 0.4%
3,442
72
$439K 0.39%
5,035
73
$419K 0.37%
7,795
+9
74
$402K 0.35%
1,548
75
$402K 0.35%
6,922
-99
1 2
3
4 5