LFA

Laraway Financial Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$174K
3
+$174K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$57.1K
5
CVX icon
Chevron
CVX
+$49.3K

Top Sells

1
+$632K
2
+$583K
3
+$154K
4
VTV icon
Vanguard Value ETF
VTV
+$144K
5
VUG icon
Vanguard Growth ETF
VUG
+$142K

Sector Composition

1 Technology 17.76%
2 Communication Services 7.5%
3 Healthcare 6.37%
4 Financials 6.31%
5 Consumer Staples 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$295K 0.22%
955
-31
102
$293K 0.22%
6,910
-244
103
$289K 0.22%
509
+25
104
$286K 0.22%
3,817
+533
105
$282K 0.21%
12,571
+1,000
106
$280K 0.21%
1,338
-197
107
$276K 0.21%
2,898
+1
108
$274K 0.21%
4,275
-150
109
$253K 0.19%
1,770
+350
110
$249K 0.19%
3,142
111
$235K 0.18%
8,864
+11
112
$227K 0.17%
1,676
113
$227K 0.17%
3,101
+203
114
$224K 0.17%
5,351
+7
115
$224K 0.17%
1,300
116
$223K 0.17%
9,209
117
$213K 0.16%
3,085
118
$212K 0.16%
+300
119
$212K 0.16%
+937
120
$201K 0.15%
3,576
121
$198K 0.15%
1,967
122
$183K 0.14%
100
123
$172K 0.13%
4,290
-349
124
$140K 0.11%
2,698
-200
125
– –
-3,705
1 2 3 4
5