LFA

Laraway Financial Advisors Portfolio holdings

AUM $146M
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
+16.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$676K
2
+$653K
3
+$455K
4
WPC icon
W.P. Carey
WPC
+$378K
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$232K

Top Sells

1
+$7.58M
2
+$63.2K
3
+$46.4K
4
AAPL icon
Apple
AAPL
+$45.1K
5
UNH icon
UnitedHealth
UNH
+$38.8K

Sector Composition

1 Technology 16.53%
2 Healthcare 7.66%
3 Communication Services 6.5%
4 Financials 6.46%
5 Consumer Staples 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$268K 0.21%
813
102
$263K 0.21%
11,571
-400
103
$262K 0.21%
1,535
-100
104
$252K 0.2%
1,830
105
$250K 0.2%
2,280
106
$249K 0.2%
484
107
$248K 0.2%
8,853
+9
108
$238K 0.19%
1,420
109
$233K 0.19%
9,209
110
$233K 0.19%
2,897
+201
111
$232K 0.18%
+5,344
112
$229K 0.18%
1,300
113
$227K 0.18%
1,676
+1
114
$223K 0.18%
+3,284
115
$209K 0.17%
3,085
116
$206K 0.16%
1,967
-50
117
$201K 0.16%
+2,898
118
$187K 0.15%
4,639
-105
119
$186K 0.15%
3,576
120
$184K 0.15%
100
121
$179K 0.14%
4,425
-1,562
122
$173K 0.14%
2,898
1 2 3 4
5