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LFA

Laraway Financial Advisors Portfolio holdings

AUM $142M
1-Year Est. Return 22.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$624K
2
+$222K
3
+$149K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$98.2K
5
YEAR icon
AB Ultra Short Income ETF
YEAR
+$89.4K

Top Sells

1
+$814K
2
+$784K
3
+$546K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$397K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$245K

Sector Composition

1 Technology 17.38%
2 Communication Services 7.2%
3 Healthcare 6.25%
4 Financials 6.21%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
76
Micron Technology
MU
$1.07T
$451K 0.32%
1,335
RDVY icon
77
First Trust Rising Dividend Achievers ETF
RDVY
$22.6B
$435K 0.31%
6,375
+151
PM icon
78
Philip Morris
PM
$274B
$434K 0.31%
2,625
-300
DKS icon
79
Dick's Sporting Goods
DKS
$19.1B
$426K 0.3%
2,146
-300
FLRN icon
80
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.92B
$419K 0.29%
13,610
-3,500
BNY
81
Bank of New York Mellon
BNY
$97.3B
$418K 0.29%
3,526
-399
CSCO icon
82
Cisco
CSCO
$489B
$411K 0.29%
5,296
-1,000
VZ icon
83
Verizon
VZ
$190B
$411K 0.29%
8,178
-989
INTC icon
84
Intel
INTC
$554B
$409K 0.29%
9,271
-2,900
SPSM icon
85
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.6B
$408K 0.29%
8,447
+2
SPYM
86
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
$408K 0.29%
5,330
+286
LMBS icon
87
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.28B
$391K 0.28%
7,856
-245
SLYG icon
88
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.7B
$380K 0.27%
3,935
-800
STZ icon
89
Constellation Brands
STZ
$24.3B
$379K 0.27%
2,525
-100
NVS icon
90
Novartis
NVS
$279B
$377K 0.26%
2,467
FEGE
91
First Eagle Global Equity ETF
FEGE
$1.95B
$376K 0.26%
7,997
+697
AFL icon
92
Aflac
AFL
$58.7B
$373K 0.26%
3,400
VCIT icon
93
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.8B
$370K 0.26%
4,467
+33
SCHH icon
94
Schwab US REIT ETF
SCHH
$9.99B
$361K 0.25%
16,809
-48
VOO icon
95
Vanguard S&P 500 ETF
VOO
$973B
$354K 0.25%
592
+1
USB icon
96
US Bancorp
USB
$85.9B
$344K 0.24%
6,614
-584
SCHD icon
97
Schwab US Dividend Equity ETF
SCHD
$95B
$339K 0.24%
11,059
+11
CMCSA icon
98
Comcast
CMCSA
$84.9B
$330K 0.23%
11,485
-500
MRK icon
99
Merck
MRK
$295B
$328K 0.23%
2,723
-720
FDL icon
100
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.42B
$326K 0.23%
6,414
+85
2 3
4
5 6