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
$98.7M
AUM Growth
+$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$515K
3
+$219K
4
CVX icon
Chevron
CVX
+$202K
5
VTV icon
Vanguard Value ETF
VTV
+$79K

Top Sells

1
+$422K
2
+$305K
3
+$125K
4
TMO icon
Thermo Fisher Scientific
TMO
+$108K
5
INTC icon
Intel
INTC
+$106K

Sector Composition

1 Technology 15.45%
2 Healthcare 8.45%
3 Consumer Staples 5.53%
4 Communication Services 5.14%
5 Financials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$394K 0.4%
2,775
-350
77
$387K 0.39%
7,400
-650
78
$385K 0.39%
9,443
-550
79
$385K 0.39%
3,616
-400
80
$377K 0.38%
3,849
-199
81
$375K 0.38%
5,085
-50
82
$366K 0.37%
15,918
+117
83
$365K 0.37%
18,701
-624
84
$306K 0.31%
7,877
-890
85
$304K 0.31%
3,125
-275
86
$292K 0.3%
3,850
87
$292K 0.3%
3,526
+103
88
$290K 0.29%
3,929
89
$290K 0.29%
1,817
90
$278K 0.28%
3,312
-6
91
$276K 0.28%
3,445
92
$271K 0.27%
7,511
-499
93
$265K 0.27%
3,098
94
$248K 0.25%
6,051
-91
95
$242K 0.25%
5,503
+52
96
$241K 0.24%
2,617
-150
97
$240K 0.24%
1,079
98
$237K 0.24%
2,691
-324
99
$227K 0.23%
5,054
-1,909
100
$226K 0.23%
4,971
-499
1 2 3
4
5