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
$130M
AUM Growth
+$4.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$295K
3
+$244K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
VTV icon
Vanguard Value ETF
VTV
+$206K

Top Sells

1
+$174K
2
+$125K
3
+$55.3K
4
INTC icon
Intel
INTC
+$46.2K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$43.7K

Sector Composition

1 Technology 18.25%
2 Healthcare 7.68%
3 Communication Services 6.81%
4 Financials 5.92%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$657K 0.51%
9,100
-100
52
$647K 0.5%
2,550
53
$639K 0.49%
5,213
54
$637K 0.49%
7,406
55
$628K 0.48%
24,296
-1,690
56
$623K 0.48%
8,000
57
$600K 0.46%
3,580
+310
58
$580K 0.45%
2,060
-15
59
$577K 0.44%
20,134
-440
60
$573K 0.44%
25,239
-253
61
$565K 0.44%
3,150
62
$560K 0.43%
9,001
+302
63
$557K 0.43%
2,435
-10
64
$528K 0.41%
7,827
+10
65
$513K 0.4%
16,685
66
$498K 0.38%
2,863
67
$474K 0.37%
9,740
+4
68
$461K 0.36%
12,285
-25
69
$458K 0.35%
17,196
-499
70
$455K 0.35%
5,035
71
$449K 0.35%
3,884
+2
72
$409K 0.32%
3,671
73
$405K 0.31%
5,354
-100
74
$403K 0.31%
6,815
75
$397K 0.31%
6,830
+3
1 2
3
4 5