LFA
Laraway Financial Advisors Portfolio holdings
AUM
$132M
This Quarter Return
+8.41%
1 Year Return
+13.57%
3 Year Return
+66.11%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+4.7%)
Cap. Flow
-$1.84M
Cap. Flow
% of AUM
-1.4%
Top 10 Holdings %
Top 10 Hldgs %
37.24%
Holding
125
New
3
Increased
33
Reduced
51
Closed
1
Top Buys
| 1 |
Capital One
COF
|
$841K |
| 2 |
Goldman Sachs
GS
|
$212K |
| 3 |
TSMC
TSM
|
$212K |
| 4 |
Invesco S&P 500 Top 50 ETF
XLG
|
$62.5K |
| 5 |
Chevron
CVX
|
$50.1K |
Top Sells
| 1 |
DFS
Discover Financial Services
DFS
|
$632K |
| 2 |
Walmart
WMT
|
$598K |
| 3 |
Vanguard Growth ETF
VUG
|
$158K |
| 4 |
Apple
AAPL
|
$156K |
| 5 |
Vanguard Value ETF
VTV
|
$151K |
Sector Composition
| 1 | Technology | 17.76% |
| 2 | Communication Services | 7.5% |
| 3 | Healthcare | 6.37% |
| 4 | Financials | 6.31% |
| 5 | Consumer Staples | 5.21% |
