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
$89.5M
AUM Growth
-$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$255K
2
+$233K
3
+$223K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$118K
5
VTV icon
Vanguard Value ETF
VTV
+$102K

Top Sells

1
+$246K
2
+$214K
3
+$210K
4
TM icon
Toyota
TM
+$200K
5
UNH icon
UnitedHealth
UNH
+$20.1K

Sector Composition

1 Technology 14.89%
2 Healthcare 8.69%
3 Consumer Staples 5.92%
4 Financials 5.29%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.88M 8.8%
56,990
-80
2
$3.24M 3.62%
26,790
-150
3
$2.94M 3.28%
23,600
+820
4
$2.91M 3.25%
8,160
+180
5
$2.73M 3.05%
11,720
-20
6
$2.66M 2.97%
71,090
+3,150
7
$2.39M 2.67%
11,140
+270
8
$2.29M 2.55%
78,210
+850
9
$2.02M 2.26%
66,540
-70
10
$1.93M 2.15%
77,160
-190
11
$1.91M 2.14%
3,810
-40
12
$1.8M 2.02%
6,760
13
$1.79M 2%
14,090
14
$1.73M 1.94%
18,120
-80
15
$1.56M 1.75%
58,200
-400
16
$1.46M 1.63%
2,880
17
$1.46M 1.63%
22,240
-50
18
$1.44M 1.61%
12,120
+50
19
$1.42M 1.58%
43,700
+710
20
$1.28M 1.43%
19,000
21
$1.21M 1.35%
10,660
+60
22
$1.19M 1.33%
3,680
-20
23
$1.13M 1.26%
5,910
+20
24
$1.09M 1.21%
18,800
-220
25
$1.07M 1.19%
24,510
+610
1
2 3 4 5