LFA
Laraway Financial Advisors Portfolio holdings
AUM
$132M
This Quarter Return
-4.41%
1 Year Return
+13.57%
3 Year Return
+66.11%
5 Year Return
–
10 Year Return
–
AUM
$89.5M
AUM Growth
+$89.5M
(-4.7%)
Cap. Flow
+$2.51M
Cap. Flow
% of AUM
2.81%
Top 10 Holdings %
Top 10 Hldgs %
34.6%
Holding
107
New
2
Increased
23
Reduced
37
Closed
4
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.65M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$671K |
| 3 |
Vanguard Total Bond Market
BND
|
$255K |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$233K |
| 5 |
Quanta Services
PWR
|
$223K |
Top Sells
| 1 |
Ball Corp
BALL
|
$246K |
| 2 |
Western Digital
WDC
|
$214K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$210K |
| 4 |
Toyota
TM
|
$200K |
| 5 |
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% |
