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
$130M
AUM Growth
+$4.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$295K
3
+$244K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
VTV icon
Vanguard Value ETF
VTV
+$206K

Top Sells

1
+$174K
2
+$125K
3
+$55.3K
4
INTC icon
Intel
INTC
+$46.2K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$43.7K

Sector Composition

1 Technology 18.25%
2 Healthcare 7.68%
3 Communication Services 6.81%
4 Financials 5.92%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$396K 0.3%
6,875
+250
77
$370K 0.29%
6,766
-27
78
$363K 0.28%
7,206
79
$361K 0.28%
4,228
80
$360K 0.28%
17,090
-256
81
$356K 0.27%
8,906
+911
82
$352K 0.27%
2,925
83
$352K 0.27%
3,400
84
$351K 0.27%
7,825
+4
85
$344K 0.27%
7,198
86
$338K 0.26%
4,700
87
$337K 0.26%
3,392
88
$330K 0.25%
5,578
+2
89
$324K 0.25%
13,999
+4
90
$321K 0.25%
4,657
+1,260
91
$319K 0.25%
1,795
92
$311K 0.24%
4,429
+1
93
$309K 0.24%
4,022
94
$303K 0.23%
1,036
95
$299K 0.23%
2,346
+160
96
$295K 0.23%
2,287
-56
97
$295K 0.23%
+813
98
$289K 0.22%
1,635
-153
99
$283K 0.22%
2,280
100
$270K 0.21%
5,987
1 2 3
4
5