LFA

Laraway Financial Advisors Portfolio holdings

AUM $132M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$661K
3
+$652K
4
VUG icon
Vanguard Growth ETF
VUG
+$566K
5
SPBO icon
SPDR Portfolio Corporate Bond ETF
SPBO
+$180K

Top Sells

1
+$1.98M
2
+$429K
3
+$219K
4
CVX icon
Chevron
CVX
+$202K
5
TRPA
Hartford AAA CLO ETF
TRPA
+$201K

Sector Composition

1 Technology 15.1%
2 Healthcare 8.77%
3 Consumer Staples 5.84%
4 Communication Services 5.5%
5 Financials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$212K 0.23%
5,400
-270
102
$210K 0.22%
8,790
+900
103
$200K 0.21%
1,300
-100
104
$167K 0.18%
4,210
-1,350
105
$154K 0.16%
+2,190
106
– –
-3,400
107
– –
-1,240
108
– –
-5,130
1 2 3 4
5