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
$89.5M
AUM Growth
-$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$255K
2
+$233K
3
+$223K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$118K
5
VTV icon
Vanguard Value ETF
VTV
+$102K

Top Sells

1
+$246K
2
+$214K
3
+$210K
4
TM icon
Toyota
TM
+$200K
5
UNH icon
UnitedHealth
UNH
+$20.1K

Sector Composition

1 Technology 14.89%
2 Healthcare 8.69%
3 Consumer Staples 5.92%
4 Financials 5.29%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$210K 0.23%
5,430
+1,220
102
$205K 0.23%
2,800
103
$138K 0.15%
2,190
104
– –
-3,580
105
– –
-8,790
106
– –
-1,300
107
– –
-6,324
1 2 3 4
5