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
$146M
AUM Growth
+$14.6M
(+11%)
Holding
127
Top Buys
| 1 | +$1M | |
| 2 | +$727K | |
| 3 | +$309K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$284K |
| 5 |
Medtronic
MDT
|
+$229K |
Top Sells
| 1 | +$198K | |
| 2 | +$157K | |
| 3 | +$140K | |
| 4 |
Apple
AAPL
|
+$34.3K |
| 5 |
Netflix
NFLX
|
+$30.5K |
Sector Composition
| 1 | Technology | 18.91% |
| 2 | Communication Services | 7.6% |
| 3 | Financials | 7.08% |
| 4 | Healthcare | 6.35% |
| 5 | Consumer Discretionary | 4.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Diageo
DEO
$45.6B
| – | – |
-1,967
|
|
||
127
General Mills
GIS
$23.2B
| – | – |
-2,698
|
|