LFA

Laraway Financial Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.7M
AUM Growth
+$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$614K
2
+$519K
3
+$233K
4
CVX icon
Chevron
CVX
+$208K
5
VTV icon
Vanguard Value ETF
VTV
+$80.3K

Top Sells

1
+$378K
2
+$270K
3
+$126K
4
TMO icon
Thermo Fisher Scientific
TMO
+$106K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$103K

Sector Composition

1 Technology 15.45%
2 Healthcare 8.45%
3 Consumer Staples 5.53%
4 Communication Services 5.14%
5 Financials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$219K 0.22%
+3,400
102
$218K 0.22%
2,500
-300
103
$202K 0.21%
+1,241
104
$197K 0.2%
3,576
105
$189K 0.19%
2,540
1 2 3 4
5