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
$125M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$428K
2
+$366K
3
+$249K
4
INGR icon
Ingredion
INGR
+$230K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$229K

Top Sells

1
+$394K
2
+$123K
3
+$104K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$102K
5
RSP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$697K 0.56%
25,986
-998
52
$687K 0.55%
2,500
53
$678K 0.54%
3,985
-24
54
$668K 0.53%
2,550
55
$648K 0.52%
2,863
-24
56
$625K 0.5%
8,699
+228
57
$618K 0.49%
20,574
+2,561
58
$613K 0.49%
8,000
59
$606K 0.48%
25,492
-118
60
$568K 0.45%
2,075
61
$566K 0.45%
3,270
62
$544K 0.43%
3,880
63
$516K 0.41%
17,695
-750
64
$515K 0.41%
16,685
65
$514K 0.41%
12,310
-100
66
$510K 0.41%
7,817
+11
67
$510K 0.41%
2,445
68
$482K 0.38%
5,454
69
$481K 0.38%
9,736
-596
70
$470K 0.38%
3,882
-24
71
$469K 0.37%
5,035
72
$403K 0.32%
6,827
-98
73
$402K 0.32%
17,346
+5
74
$394K 0.31%
6,625
+2,005
75
$385K 0.31%
3,392
-50
1 2
3
4 5