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
$95.7M
AUM Growth
+$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$234K
3
+$215K
4
BALL icon
Ball Corp
BALL
+$183K
5
VTV icon
Vanguard Value ETF
VTV
+$139K

Top Sells

1
+$688K
2
+$618K
3
+$215K
4
MSFT icon
Microsoft
MSFT
+$189K
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$138K

Sector Composition

1 Technology 13.67%
2 Healthcare 9.04%
3 Consumer Staples 5.93%
4 Financials 5.33%
5 Communication Services 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$232K 0.24%
5,451
+21
102
$183K 0.19%
+3,576
103
– –
-2,190
104
– –
-5,350
105
– –
-29,200
1 2 3 4
5