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
$126M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$676K
2
+$653K
3
+$455K
4
WPC icon
W.P. Carey
WPC
+$378K
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$232K

Top Sells

1
+$7.58M
2
+$63.2K
3
+$46.4K
4
AAPL icon
Apple
AAPL
+$45.1K
5
UNH icon
UnitedHealth
UNH
+$38.8K

Sector Composition

1 Technology 16.53%
2 Healthcare 7.66%
3 Communication Services 6.5%
4 Financials 6.46%
5 Consumer Staples 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGSH icon
76
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$401K 0.32%
6,832
+2
AFL icon
77
Aflac
AFL
$58.2B
$378K 0.3%
3,400
WPC icon
78
W.P. Carey
WPC
$15B
$378K 0.3%
+5,989
VYM icon
79
Vanguard High Dividend Yield ETF
VYM
$65.4B
$377K 0.3%
2,921
+575
ABBV icon
80
AbbVie
ABBV
$410B
$376K 0.3%
1,796
+1
SCHH icon
81
Schwab US REIT ETF
SCHH
$8.47B
$365K 0.29%
16,983
-107
DIS icon
82
Walt Disney
DIS
$201B
$357K 0.28%
3,622
-49
VCIT icon
83
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.2B
$351K 0.28%
4,298
SDVY icon
84
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.77B
$351K 0.28%
10,474
+3,660
BND icon
85
Vanguard Total Bond Market
BND
$138B
$345K 0.27%
4,700
SPMD icon
86
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.5B
$344K 0.27%
6,728
-38
NKE icon
87
Nike
NKE
$100B
$340K 0.27%
5,354
MMM icon
88
3M
MMM
$82.4B
$336K 0.27%
2,288
+1
XLE icon
89
Energy Select Sector SPDR Fund
XLE
$26.1B
$334K 0.27%
3,577
+803
SPLG icon
90
SPDR Portfolio S&P 500 ETF
SPLG
$89.2B
$329K 0.26%
5,002
+345
RDVY icon
91
First Trust Rising Dividend Achievers ETF
RDVY
$17B
$327K 0.26%
5,589
+11
BK icon
92
Bank of New York Mellon
BK
$76.5B
$327K 0.26%
3,897
-125
RIGS icon
93
RiverFront Strategic Income Fund
RIGS
$92.7M
$323K 0.26%
14,002
+3
SPSM icon
94
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.9B
$317K 0.25%
7,765
-60
USB icon
95
US Bancorp
USB
$73.3B
$304K 0.24%
7,198
ADP icon
96
Automatic Data Processing
ADP
$115B
$301K 0.24%
986
-50
WFC icon
97
Wells Fargo
WFC
$271B
$300K 0.24%
4,180
-249
MRK icon
98
Merck
MRK
$216B
$282K 0.22%
3,142
-250
NVS icon
99
Novartis
NVS
$255B
$275K 0.22%
2,467
PYPL icon
100
PayPal
PYPL
$66.1B
$269K 0.21%
4,128
-100
1 2 3
4
5