LFA

Laraway Financial Advisors Portfolio holdings

AUM $146M
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
+16.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$676K
2
+$653K
3
+$455K
4
WPC icon
W.P. Carey
WPC
+$378K
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$232K

Top Sells

1
+$7.58M
2
+$63.2K
3
+$46.4K
4
AAPL icon
Apple
AAPL
+$45.1K
5
UNH icon
UnitedHealth
UNH
+$38.8K

Sector Composition

1 Technology 16.53%
2 Healthcare 7.66%
3 Communication Services 6.5%
4 Financials 6.46%
5 Consumer Staples 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$630K 0.5%
8,801
-200
52
$613K 0.49%
8,000
53
$610K 0.48%
3,580
54
$608K 0.48%
2,450
-100
55
$595K 0.47%
1,622
-100
56
$592K 0.47%
3,150
57
$582K 0.46%
20,047
-87
58
$581K 0.46%
3,165
-50
59
$570K 0.45%
24,590
-649
60
$555K 0.44%
7,836
+9
61
$515K 0.41%
3,885
+1
62
$514K 0.41%
7,406
63
$514K 0.41%
16,685
64
$491K 0.39%
2,435
65
$490K 0.39%
2,010
-50
66
$474K 0.38%
9,649
-91
67
$474K 0.38%
17,196
68
$464K 0.37%
2,925
69
$459K 0.36%
2,863
70
$453K 0.36%
7,925
+1,050
71
$442K 0.35%
11,985
-300
72
$437K 0.35%
8,631
+1,425
73
$422K 0.34%
5,085
+50
74
$404K 0.32%
8,918
+12
75
$402K 0.32%
6,515
-300
1 2
3
4 5