LFA

Laraway Financial Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$174K
3
+$174K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$57.1K
5
CVX icon
Chevron
CVX
+$49.3K

Top Sells

1
+$632K
2
+$583K
3
+$154K
4
VTV icon
Vanguard Value ETF
VTV
+$144K
5
VUG icon
Vanguard Growth ETF
VUG
+$142K

Sector Composition

1 Technology 17.76%
2 Communication Services 7.5%
3 Healthcare 6.37%
4 Financials 6.31%
5 Consumer Staples 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$615K 0.47%
23,056
-671
52
$606K 0.46%
2,450
53
$595K 0.45%
1,622
54
$588K 0.45%
4,457
+1
55
$586K 0.44%
3,680
+100
56
$580K 0.44%
19,858
-189
57
$571K 0.43%
24,591
+1
58
$571K 0.43%
3,150
59
$567K 0.43%
3,886
+1
60
$534K 0.41%
7,845
+9
61
$533K 0.4%
2,925
62
$518K 0.39%
17,196
63
$515K 0.39%
3,165
64
$514K 0.39%
16,685
65
$511K 0.39%
7,406
66
$508K 0.39%
2,845
-18
67
$482K 0.37%
2,435
68
$465K 0.35%
8,185
+260
69
$457K 0.35%
2,010
70
$452K 0.34%
6,515
71
$448K 0.34%
9,093
-556
72
$428K 0.32%
11,985
73
$424K 0.32%
3,422
-200
74
$420K 0.32%
4,735
-350
75
$398K 0.3%
2,986
+65
1 2
3
4 5