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
$125M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$428K
2
+$366K
3
+$249K
4
INGR icon
Ingredion
INGR
+$230K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$229K

Top Sells

1
+$394K
2
+$123K
3
+$104K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$102K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$76K

Sector Composition

1 Technology 18.26%
2 Healthcare 8.57%
3 Communication Services 6.34%
4 Financials 6.05%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$380K 0.3%
3,400
77
$371K 0.3%
6,793
+53
78
$366K 0.29%
+7,206
79
$363K 0.29%
6,815
-100
80
$360K 0.29%
4,298
+853
81
$359K 0.29%
7,995
+11
82
$356K 0.28%
7,821
+2
83
$355K 0.28%
2,925
84
$355K 0.28%
1,795
85
$353K 0.28%
3,671
-50
86
$353K 0.28%
4,700
+983
87
$335K 0.27%
14,274
+2,300
88
$330K 0.26%
5,576
-91
89
$330K 0.26%
4,228
+154
90
$329K 0.26%
7,198
-300
91
$329K 0.26%
13,995
-81
92
$320K 0.26%
2,343
+2
93
$309K 0.25%
5,987
-132
94
$289K 0.23%
4,022
+1
95
$287K 0.23%
1,036
96
$284K 0.23%
2,467
97
$283K 0.23%
2,017
98
$280K 0.22%
2,186
+98
99
$272K 0.22%
1,788
-50
100
$268K 0.21%
9,262
+1,159
1 2 3
4
5