LFA

Laraway Financial Advisors Portfolio holdings

AUM $146M
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
+16.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$334K
2
+$242K
3
+$218K
4
VTV icon
Vanguard Value ETF
VTV
+$144K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$93.6K

Top Sells

1
+$190K
2
+$113K
3
+$88.2K
4
MSFT icon
Microsoft
MSFT
+$80.8K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$79.4K

Sector Composition

1 Technology 17.05%
2 Healthcare 8.3%
3 Communication Services 6.11%
4 Financials 5.68%
5 Consumer Staples 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$364K 0.35%
2,475
77
$342K 0.33%
3,791
-75
78
$334K 0.32%
+1,548
79
$331K 0.31%
7,851
-250
80
$328K 0.31%
3,904
+202
81
$326K 0.31%
6,450
-450
82
$313K 0.3%
7,238
83
$304K 0.29%
8,063
+513
84
$296K 0.28%
2,032
85
$292K 0.28%
3,488
+2
86
$286K 0.27%
5,878
+61
87
$285K 0.27%
3,025
88
$281K 0.27%
3,400
89
$280K 0.27%
3,445
90
$278K 0.26%
5,386
+1,305
91
$278K 0.26%
1,794
+1
92
$273K 0.26%
3,717
-212
93
$270K 0.26%
2,954
+484
94
$249K 0.24%
2,467
95
$246K 0.23%
1,056
-5
96
$242K 0.23%
+6,119
97
$238K 0.23%
1,300
98
$236K 0.22%
9,288
+309
99
$230K 0.22%
3,750
100
$224K 0.21%
2,300
1 2 3
4
5