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
$95.7M
AUM Growth
+$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$234K
3
+$215K
4
BALL icon
Ball Corp
BALL
+$183K
5
VTV icon
Vanguard Value ETF
VTV
+$139K

Top Sells

1
+$688K
2
+$618K
3
+$215K
4
MSFT icon
Microsoft
MSFT
+$189K
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$138K

Sector Composition

1 Technology 13.67%
2 Healthcare 9.04%
3 Consumer Staples 5.93%
4 Financials 5.33%
5 Communication Services 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$391K 0.41%
9,310
+10
77
$384K 0.4%
8,050
+150
78
$376K 0.39%
3,125
-5
79
$373K 0.39%
19,325
+5
80
$372K 0.39%
4,278
-152
81
$371K 0.39%
5,135
-5
82
$358K 0.37%
15,801
+321
83
$349K 0.37%
8,010
84
$345K 0.36%
8,767
-193
85
$344K 0.36%
3,400
-200
86
$306K 0.32%
6,963
+3
87
$302K 0.32%
3,015
+1
88
$299K 0.31%
3,423
-227
89
$294K 0.31%
1,817
-33
90
$282K 0.3%
3,929
+359
91
$274K 0.29%
3,850
-80
92
$273K 0.29%
3,318
-2
93
$269K 0.28%
2,800
94
$267K 0.28%
3,445
+365
95
$260K 0.27%
3,098
-2
96
$258K 0.27%
1,079
-41
97
$251K 0.26%
2,767
-3
98
$249K 0.26%
5,470
-200
99
$246K 0.26%
6,142
-738
100
$237K 0.25%
2,540
+10
1 2 3
4
5