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
$130M
AUM Growth
+$4.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$295K
3
+$244K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
VTV icon
Vanguard Value ETF
VTV
+$206K

Top Sells

1
+$174K
2
+$125K
3
+$55.3K
4
INTC icon
Intel
INTC
+$46.2K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$43.7K

Sector Composition

1 Technology 18.25%
2 Healthcare 7.68%
3 Communication Services 6.81%
4 Financials 5.92%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$261K 0.2%
484
+1
102
$256K 0.2%
2,017
103
$253K 0.19%
1,300
104
$244K 0.19%
9,209
-53
105
$244K 0.19%
+6,814
106
$242K 0.19%
8,844
+9
107
$240K 0.19%
2,467
108
$240K 0.18%
11,971
-2,303
109
$238K 0.18%
2,774
-48
110
$237K 0.18%
2,696
+251
111
$230K 0.18%
1,675
+1
112
$216K 0.17%
1,830
+1
113
$206K 0.16%
1,420
+179
114
$199K 0.15%
+100
115
$197K 0.15%
3,576
116
$187K 0.14%
4,744
+201
117
$185K 0.14%
2,898
118
$138K 0.11%
3,085
-250
119
– –
-1,118
1 2 3 4
5