LFA
Laraway Financial Advisors Portfolio holdings
AUM
$132M
1-Year Return
13.57%
This Quarter Return
-1.88%
1 Year Return
+13.57%
3 Year Return
+66.11%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
-$3.92M
(-3%)
Cap. Flow
-$4.02M
Cap. Flow
% of AUM
-3.2%
Top 10 Holdings %
Top 10 Hldgs %
36.95%
Holding
122
New
4
Increased
41
Reduced
45
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$676K |
| 2 |
Vanguard Value ETF
VTV
|
$653K |
| 3 |
Walmart
WMT
|
$455K |
| 4 |
W.P. Carey
WPC
|
$378K |
| 5 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$232K |
Top Sells
| 1 |
Eli Lilly
LLY
|
$7.58M |
| 2 |
Western Digital
WDC
|
$63.2K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$46.4K |
| 4 |
Apple
AAPL
|
$45.1K |
| 5 |
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% |
