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
$105M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$334K
2
+$242K
3
+$218K
4
VTV icon
Vanguard Value ETF
VTV
+$144K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$93.6K

Top Sells

1
+$190K
2
+$113K
3
+$88.2K
4
MSFT icon
Microsoft
MSFT
+$80.8K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$79.4K

Sector Composition

1 Technology 17.05%
2 Healthcare 8.3%
3 Communication Services 6.11%
4 Financials 5.68%
5 Consumer Staples 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$218K 0.21%
+4,426
102
$216K 0.21%
7,503
-1,350
103
$211K 0.2%
4,049
-324
104
$207K 0.2%
2,625
+285
105
$206K 0.2%
3,576
106
$189K 0.18%
2,898
107
$186K 0.18%
4,614
-687
108
$185K 0.18%
1,241
109
$178K 0.17%
2,751
-32
1 2 3 4
5