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
$113M
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$229K
3
+$221K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$208K
5
CAH icon
Cardinal Health
CAH
+$205K

Top Sells

1
+$280K
2
+$236K
3
+$178K
4
AAPL icon
Apple
AAPL
+$123K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$60.4K

Sector Composition

1 Technology 16.45%
2 Healthcare 8.84%
3 Communication Services 6.43%
4 Financials 5.99%
5 Consumer Staples 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$239K 0.21%
2,467
102
$232K 0.2%
4,020
-29
103
$229K 0.2%
+1,889
104
$225K 0.2%
8,103
+600
105
$221K 0.19%
+1,245
106
$209K 0.18%
2,625
107
$208K 0.18%
+433
108
$205K 0.18%
+1,828
109
$203K 0.18%
2,898
110
$196K 0.17%
1,241
111
$180K 0.16%
4,492
-122
112
– –
-3,445
113
– –
-2,751
114
– –
-9,288
1 2 3 4
5