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
$146M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$754K
3 +$318K
4
VUG icon
Vanguard Growth ETF
VUG
+$297K
5
TSLA icon
Tesla
TSLA
+$276K

Top Sells

1 +$198K
2 +$168K
3 +$140K
4
AAPL icon
Apple
AAPL
+$38.7K
5
NFLX icon
Netflix
NFLX
+$30K

Sector Composition

1 Technology 18.91%
2 Communication Services 7.6%
3 Financials 7.08%
4 Healthcare 6.35%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVS icon
101
Novartis
NVS
$254B
$316K 0.22%
2,467
XLE icon
102
State Street Energy Select Sector SPDR ETF
XLE
$13.9B
$314K 0.21%
3,510
+55
VOO icon
103
Vanguard S&P 500 ETF
VOO
$805B
$312K 0.21%
510
+1
CVX icon
104
Chevron
CVX
$300B
$309K 0.21%
1,992
+222
SPYG icon
105
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.9B
$305K 0.21%
2,914
+16
EMR icon
106
Emerson Electric
EMR
$77.2B
$299K 0.2%
2,280
TSM icon
107
TSMC
TSM
$1.53T
$290K 0.2%
1,037
+100
MRK icon
108
Merck
MRK
$248B
$289K 0.2%
3,443
+301
BA icon
109
Boeing
BA
$153B
$289K 0.2%
1,338
CAH icon
110
Cardinal Health
CAH
$47.2B
$287K 0.2%
1,826
-5
ADP icon
111
Automatic Data Processing
ADP
$106B
$280K 0.19%
955
PYPL icon
112
PayPal
PYPL
$58.3B
$277K 0.19%
4,128
TSLA icon
113
Tesla
TSLA
$1.51T
$276K 0.19%
+621
GS icon
114
Goldman Sachs
GS
$256B
$271K 0.18%
340
+40
FDL icon
115
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.08B
$257K 0.18%
5,913
+562
CVS icon
116
CVS Health
CVS
$96B
$255K 0.17%
3,381
+296
SCHD icon
117
Schwab US Dividend Equity ETF
SCHD
$71.4B
$249K 0.17%
9,136
+272
PFE icon
118
Pfizer
PFE
$148B
$249K 0.17%
9,759
+550
TM icon
119
Toyota
TM
$256B
$248K 0.17%
1,300
HIDV icon
120
AB US High Dividend ETF
HIDV
$129M
$247K 0.17%
3,133
+32
MDT icon
121
Medtronic
MDT
$130B
$238K 0.16%
+2,494
INGR icon
122
Ingredion
INGR
$6.88B
$205K 0.14%
1,677
+1
BALL icon
123
Ball Corp
BALL
$13.1B
$180K 0.12%
3,576
TOTL icon
124
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.01B
$174K 0.12%
4,290
FICO icon
125
Fair Isaac
FICO
$42.6B
$150K 0.1%
100