LFA

Laraway Financial Advisors Portfolio holdings

AUM $146M
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
+16.48%
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
76
$401K 0.32%
6,832
+2
77
$378K 0.3%
3,400
78
$378K 0.3%
+5,989
79
$377K 0.3%
2,921
+575
80
$376K 0.3%
1,796
+1
81
$365K 0.29%
16,983
-107
82
$357K 0.28%
3,622
-49
83
$351K 0.28%
4,298
84
$351K 0.28%
10,474
+3,660
85
$345K 0.27%
4,700
86
$344K 0.27%
6,728
-38
87
$340K 0.27%
5,354
88
$336K 0.27%
2,288
+1
89
$334K 0.27%
3,577
+803
90
$329K 0.26%
5,002
+345
91
$327K 0.26%
5,589
+11
92
$327K 0.26%
3,897
-125
93
$323K 0.26%
14,002
+3
94
$317K 0.25%
7,765
-60
95
$304K 0.24%
7,198
96
$301K 0.24%
986
-50
97
$300K 0.24%
4,180
-249
98
$282K 0.22%
3,142
-250
99
$275K 0.22%
2,467
100
$269K 0.21%
4,128
-100
1 2 3
4
5