LFA
Laraway Financial Advisors Portfolio holdings
AUM
$132M
1-Year Return
13.57%
This Quarter Return
+6.56%
1 Year Return
+13.57%
3 Year Return
+66.11%
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
+$8.34M
(+7.1%)
Cap. Flow
+$1.51M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
36.57%
Holding
116
New
5
Increased
34
Reduced
41
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$428K |
| 2 |
AB Ultra Short Income ETF
YEAR
|
$366K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$249K |
| 4 |
Ingredion
INGR
|
$230K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$229K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$394K |
| 2 |
Apple
AAPL
|
$123K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$104K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$102K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$76K |
Sector Composition
| 1 | Technology | 18.26% |
| 2 | Healthcare | 8.57% |
| 3 | Communication Services | 6.34% |
| 4 | Financials | 6.05% |
| 5 | Consumer Staples | 5.51% |
