LFA
Laraway Financial Advisors Portfolio holdings
AUM
$132M
1-Year Return
13.57%
This Quarter Return
+4.7%
1 Year Return
+13.57%
3 Year Return
+66.11%
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
+$3.67M
(+3.2%)
Cap. Flow
-$329K
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
37.45%
Holding
112
New
1
Increased
34
Reduced
27
Closed
1
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$275K |
| 2 |
Vanguard Value ETF
VTV
|
$81.3K |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$59.1K |
| 4 |
Invesco S&P 500 Top 50 ETF
XLG
|
$53.6K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$53K |
Top Sells
| 1 |
Quanta Services
PWR
|
$402K |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$86.3K |
| 3 |
3M
MMM
|
$72.4K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$65.3K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$56.1K |
Sector Composition
| 1 | Technology | 18.5% |
| 2 | Healthcare | 8.77% |
| 3 | Communication Services | 6.87% |
| 4 | Financials | 5.59% |
| 5 | Consumer Staples | 5.26% |
