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
$113M
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$229K
3
+$221K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$208K
5
CAH icon
Cardinal Health
CAH
+$205K

Top Sells

1
+$280K
2
+$236K
3
+$178K
4
AAPL icon
Apple
AAPL
+$123K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$60.4K

Sector Composition

1 Technology 16.45%
2 Healthcare 8.84%
3 Communication Services 6.43%
4 Financials 5.99%
5 Consumer Staples 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$381K 0.34%
3,904
77
$358K 0.32%
17,628
-432
78
$355K 0.31%
6,656
+778
79
$352K 0.31%
3,726
+238
80
$345K 0.3%
6,915
+465
81
$340K 0.3%
1,793
-165
82
$336K 0.3%
7,816
-35
83
$335K 0.3%
7,498
+260
84
$330K 0.29%
7,873
-190
85
$327K 0.29%
1,300
86
$327K 0.29%
1,794
87
$322K 0.28%
14,093
-2,152
88
$316K 0.28%
6,119
89
$315K 0.28%
5,615
+229
90
$300K 0.26%
2,017
-15
91
$292K 0.26%
3,400
92
$273K 0.24%
4,074
+324
93
$270K 0.24%
3,049
+95
94
$270K 0.24%
3,717
95
$268K 0.24%
2,925
-100
96
$267K 0.24%
+4,620
97
$259K 0.23%
1,036
-20
98
$259K 0.23%
2,280
-20
99
$257K 0.23%
4,427
+1
100
$241K 0.21%
3,576
1 2 3
4
5