LFA
Laraway Financial Advisors Portfolio holdings
AUM
$132M
1-Year Return
13.57%
This Quarter Return
+9.75%
1 Year Return
+13.57%
3 Year Return
+66.11%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.84%
Holding
102
New
102
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$9.68M |
| 2 |
Microsoft
MSFT
|
$3.97M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$3.96M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$2.73M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$2.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Healthcare | 7.89% |
| 3 | Communication Services | 7.29% |
| 4 | Consumer Discretionary | 5.7% |
| 5 | Financials | 5.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
General Mills
GIS
$26.5B
| $209K | 0.19% |
+3,100
| New | +$209K |
|
102
Schwab US Dividend Equity ETF
SCHD
$71.9B
| $200K | 0.18% |
+7,440
| New | +$200K |
|