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LFA

Laraway Financial Advisors Portfolio holdings

AUM $142M
1-Year Est. Return 22.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$624K
2
+$222K
3
+$149K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$98.2K
5
YEAR icon
AB Ultra Short Income ETF
YEAR
+$89.4K

Top Sells

1
+$814K
2
+$784K
3
+$546K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$397K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$245K

Sector Composition

1 Technology 17.38%
2 Communication Services 7.2%
3 Healthcare 6.25%
4 Financials 6.21%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RIGS icon
101
ALPS Strategic Income Fund
RIGS
$63M
$320K 0.23%
14,018
+3
CAH icon
102
Cardinal Health
CAH
$47.9B
$319K 0.22%
1,512
-314
ABBV icon
103
AbbVie
ABBV
$394B
$319K 0.22%
1,468
-299
XOM icon
104
Exxon Mobil
XOM
$629B
$307K 0.22%
1,807
-500
WFC icon
105
Wells Fargo
WFC
$248B
$301K 0.21%
3,785
-396
CDW icon
106
CDW
CDW
$17.2B
$296K 0.21%
2,445
-200
FWD icon
107
AB Disruptors ETF
FWD
$2.89B
$293K 0.21%
2,698
+565
DIS icon
108
Walt Disney
DIS
$172B
$291K 0.2%
3,022
-200
VGSH icon
109
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$287K 0.2%
4,911
-199
SPYG icon
110
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52B
$286K 0.2%
2,925
-35
TSM icon
111
TSMC
TSM
$2.21T
$283K 0.2%
837
-200
HIDV icon
112
AB US High Dividend ETF
HIDV
$185M
$280K 0.2%
3,611
+223
NVO
113
Novo Nordisk
NVO
$182B
$280K 0.2%
7,606
-400
MMM icon
114
3M
MMM
$80.2B
$275K 0.19%
1,894
-398
NKE icon
115
Nike
NKE
$64B
$260K 0.18%
4,914
-440
EMR icon
116
Emerson Electric
EMR
$77.9B
$242K 0.17%
1,844
-336
IAU icon
117
iShares Gold Trust
IAU
$67.2B
$229K 0.16%
2,600
TM icon
118
Toyota
TM
$233B
$227K 0.16%
1,100
-200
BA icon
119
Boeing
BA
$170B
$226K 0.16%
1,138
-100
TSLA icon
120
Tesla
TSLA
$1.54T
$222K 0.16%
596
-25
ITOT icon
121
iShares Core S&P Total US Stock Market ETF
ITOT
$91.7B
$213K 0.15%
+1,496
BALL icon
122
Ball Corp
BALL
$14B
$211K 0.15%
3,576
GS icon
123
Goldman Sachs
GS
$308B
$203K 0.14%
240
-100
PFE icon
124
Pfizer
PFE
$146B
$201K 0.14%
7,159
-2,600
MDT icon
125
Medtronic
MDT
$104B
$199K 0.14%
2,294
2 3 4
5
6