LFA

Laraway Financial Advisors Portfolio holdings

AUM $132M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$661K
3
+$652K
4
VUG icon
Vanguard Growth ETF
VUG
+$566K
5
SPBO icon
SPDR Portfolio Corporate Bond ETF
SPBO
+$180K

Top Sells

1
+$1.98M
2
+$429K
3
+$219K
4
CVX icon
Chevron
CVX
+$202K
5
TRPA
Hartford AAA CLO ETF
TRPA
+$201K

Sector Composition

1 Technology 15.1%
2 Healthcare 8.77%
3 Consumer Staples 5.84%
4 Communication Services 5.5%
5 Financials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.8M 8.3%
57,070
-3,140
2
$3.45M 3.68%
26,940
-410
3
$3.01M 3.21%
11,740
-320
4
$3.01M 3.2%
7,980
+1,730
5
$3M 3.2%
22,780
+5,010
6
$2.77M 2.95%
67,940
+16,880
7
$2.42M 2.58%
10,870
+2,540
8
$2.3M 2.45%
77,360
-1,770
9
$2.1M 2.23%
66,610
-1,400
10
$2.04M 2.17%
77,350
-700
11
$1.98M 2.1%
18,200
-400
12
$1.98M 2.1%
3,850
-200
13
$1.89M 2.01%
14,090
-230
14
$1.85M 1.96%
6,760
-240
15
$1.68M 1.79%
58,600
-300
16
$1.56M 1.66%
22,290
-340
17
$1.56M 1.66%
2,880
-160
18
$1.53M 1.63%
12,070
-270
19
$1.47M 1.56%
42,990
+3,280
20
$1.38M 1.46%
19,000
-950
21
$1.2M 1.27%
3,700
-230
22
$1.18M 1.25%
19,020
+30
23
$1.16M 1.23%
5,890
-30
24
$1.13M 1.2%
10,600
-400
25
$1.11M 1.18%
23,900
+3,700
1
2 3 4 5