LFA
Laraway Financial Advisors Portfolio holdings
AUM
$153M
1-Year Est. Return
21.29%
This Fund
S&P 500
1 Year Est. Return
+21.29%
AUM
$153M
AUM Growth
+$7.01M
(+4.8%)
Holding
131
Top Buys
| 1 | +$329K | |
| 2 | +$316K | |
| 3 | +$306K | |
| 4 |
Vanguard Total Bond Market
BND
|
+$292K |
| 5 |
Vanguard Value ETF
VTV
|
+$275K |
Top Sells
| 1 | +$129K | |
| 2 | +$100K | |
| 3 | +$91.7K | |
| 4 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$75.6K |
| 5 |
Constellation Brands
STZ
|
+$74.1K |
Sector Composition
| 1 | Technology | 18.51% |
| 2 | Communication Services | 7.72% |
| 3 | Financials | 6.86% |
| 4 | Healthcare | 6.81% |
| 5 | Consumer Discretionary | 4.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Medtronic
MDT
$117B
| $220K | 0.14% |
2,294
-200
|
|
||
127
iShares Gold Trust
IAU
$82.5B
| $211K | 0.14% |
+2,600
|
|
||
128
Ball Corp
BALL
$16.6B
| $189K | 0.12% |
3,576
|
|
||
129
Fair Isaac
FICO
$34.2B
| $169K | 0.11% |
100
|
|
||
130
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.18B
| $167K | 0.11% |
4,142
-148
|
|
||
131
Ingredion
INGR
$7.14B
| $163K | 0.11% |
1,478
-199
|
|