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
$125M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$428K
2
+$366K
3
+$249K
4
INGR icon
Ingredion
INGR
+$230K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$229K

Top Sells

1
+$394K
2
+$123K
3
+$104K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$102K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$76K

Sector Composition

1 Technology 18.26%
2 Healthcare 8.57%
3 Communication Services 6.34%
4 Financials 6.05%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$255K 0.2%
483
+50
102
$250K 0.2%
4,428
103
$249K 0.2%
2,280
104
$249K 0.2%
+8,835
105
$248K 0.2%
2,822
+43
106
$243K 0.19%
3,576
107
$232K 0.19%
1,300
108
$230K 0.18%
+1,674
109
$229K 0.18%
+3,397
110
$214K 0.17%
2,898
111
$210K 0.17%
3,335
+660
112
$203K 0.16%
+2,445
113
$202K 0.16%
1,829
+1
114
$188K 0.15%
4,543
+51
115
$183K 0.15%
1,241
116
$174K 0.14%
1,118
-128
1 2 3 4
5