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
$94M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$661K
3
+$652K
4
VUG icon
Vanguard Growth ETF
VUG
+$566K
5
SPBO icon
SPDR Portfolio Corporate Bond ETF
SPBO
+$180K

Top Sells

1
+$1.98M
2
+$429K
3
+$219K
4
CVX icon
Chevron
CVX
+$202K
5
TRPA
Hartford AAA CLO ETF
TRPA
+$201K

Sector Composition

1 Technology 15.1%
2 Healthcare 8.77%
3 Consumer Staples 5.84%
4 Communication Services 5.5%
5 Financials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.4%
3,720
-100
77
$369K 0.39%
8,010
-170
78
$368K 0.39%
4,040
-100
79
$362K 0.39%
5,140
80
$355K 0.38%
3,600
81
$351K 0.37%
15,480
+310
82
$344K 0.37%
8,080
-370
83
$328K 0.35%
3,026
-60
84
$298K 0.32%
2,180
85
$292K 0.31%
7,130
+160
86
$292K 0.31%
6,930
-200
87
$283K 0.3%
1,850
-50
88
$280K 0.3%
2,230
+20
89
$274K 0.29%
3,930
-320
90
$266K 0.28%
3,320
-90
91
$260K 0.28%
3,640
92
$246K 0.26%
3,580
93
$238K 0.25%
1,130
94
$238K 0.25%
5,690
-160
95
$236K 0.25%
3,130
-250
96
$234K 0.25%
3,100
97
$234K 0.25%
2,770
98
$223K 0.24%
2,800
99
$220K 0.23%
2,380
-150
100
$214K 0.23%
6,324
-529
1 2 3
4
5