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
$89.5M
AUM Growth
-$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$255K
2
+$233K
3
+$223K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$118K
5
VTV icon
Vanguard Value ETF
VTV
+$102K

Top Sells

1
+$246K
2
+$214K
3
+$210K
4
TM icon
Toyota
TM
+$200K
5
UNH icon
UnitedHealth
UNH
+$20.1K

Sector Composition

1 Technology 14.89%
2 Healthcare 8.69%
3 Consumer Staples 5.92%
4 Financials 5.29%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$344K 0.38%
15,480
77
$340K 0.38%
9,300
-200
78
$340K 0.38%
8,960
-190
79
$338K 0.38%
3,930
80
$331K 0.37%
4,050
81
$328K 0.37%
3,720
82
$327K 0.37%
3,130
83
$323K 0.36%
8,010
84
$316K 0.35%
7,900
-180
85
$299K 0.33%
3,600
86
$278K 0.31%
3,014
-12
87
$277K 0.31%
6,880
-50
88
$271K 0.3%
6,960
-170
89
$263K 0.29%
3,650
+10
90
$258K 0.29%
2,130
-50
91
$255K 0.28%
+3,570
92
$254K 0.28%
1,120
-10
93
$251K 0.28%
3,320
94
$248K 0.28%
1,850
95
$241K 0.27%
2,530
+150
96
$237K 0.26%
3,100
97
$233K 0.26%
+3,080
98
$218K 0.24%
5,670
-20
99
$215K 0.24%
5,350
-50
100
$210K 0.23%
2,770
1 2 3
4
5