LFA

Laraway Financial Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$174K
3
+$174K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$57.1K
5
CVX icon
Chevron
CVX
+$49.3K

Top Sells

1
+$632K
2
+$583K
3
+$154K
4
VTV icon
Vanguard Value ETF
VTV
+$144K
5
VUG icon
Vanguard Growth ETF
VUG
+$142K

Sector Composition

1 Technology 17.76%
2 Communication Services 7.5%
3 Healthcare 6.37%
4 Financials 6.31%
5 Consumer Staples 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K 0.29%
8,929
+11
77
$385K 0.29%
7,602
-1,029
78
$382K 0.29%
6,090
+501
79
$380K 0.29%
5,354
80
$378K 0.29%
6,056
+67
81
$371K 0.28%
5,108
+106
82
$366K 0.28%
6,731
+3
83
$359K 0.27%
16,986
+3
84
$359K 0.27%
10,174
-300
85
$359K 0.27%
3,400
86
$357K 0.27%
3,924
+27
87
$356K 0.27%
4,298
88
$349K 0.26%
2,290
+2
89
$346K 0.26%
4,700
90
$346K 0.26%
5,884
-948
91
$335K 0.25%
4,180
92
$331K 0.25%
7,768
+3
93
$329K 0.25%
1,772
-24
94
$326K 0.25%
14,006
+4
95
$326K 0.25%
7,198
96
$316K 0.24%
813
97
$308K 0.23%
1,831
+1
98
$307K 0.23%
4,128
99
$304K 0.23%
2,280
100
$299K 0.23%
2,467
1 2 3
4
5