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LFA

Laraway Financial Advisors Portfolio holdings

AUM $142M
1-Year Est. Return 22.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$624K
2 +$222K
3 +$149K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$98.2K
5
YEAR icon
AB Ultra Short Income ETF
YEAR
+$89.4K

Top Sells

1 +$814K
2 +$784K
3 +$546K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$397K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$245K

Sector Composition

1 Technology 17.38%
2 Communication Services 7.2%
3 Healthcare 6.25%
4 Financials 6.21%
5 Consumer Staples 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADP icon
126
Automatic Data Processing
ADP
$91.6B
$194K 0.14%
955
CVS icon
127
CVS Health
CVS
$124B
$184K 0.13%
2,556
-700
INGR icon
128
Ingredion
INGR
$6.28B
$167K 0.12%
1,479
+1
TOTL icon
129
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.13B
$165K 0.12%
4,143
+1
AMD icon
130
Advanced Micro Devices
AMD
$800B
-1,108
FICO icon
131
Fair Isaac
FICO
$28B
-100
NEE icon
132
NextEra Energy
NEE
$175B
-10,143
PYPL icon
133
PayPal
PYPL
$36.4B
-3,928