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
$95.7M
AUM Growth
+$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$234K
3
+$215K
4
BALL icon
Ball Corp
BALL
+$183K
5
VTV icon
Vanguard Value ETF
VTV
+$139K

Top Sells

1
+$688K
2
+$618K
3
+$215K
4
MSFT icon
Microsoft
MSFT
+$189K
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$138K

Sector Composition

1 Technology 13.67%
2 Healthcare 9.04%
3 Consumer Staples 5.93%
4 Financials 5.33%
5 Communication Services 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.28M 7.61%
56,021
-969
2
$3.62M 3.78%
26,636
-154
3
$3.45M 3.61%
24,589
+989
4
$3.25M 3.4%
8,499
+339
5
$3.2M 3.34%
76,218
+5,128
6
$2.62M 2.74%
10,930
-790
7
$2.61M 2.73%
12,238
+1,098
8
$2.28M 2.38%
77,600
-610
9
$2.27M 2.38%
66,468
-72
10
$2.09M 2.18%
6,760
11
$1.94M 2.02%
13,712
-378
12
$1.93M 2.02%
3,643
-167
13
$1.93M 2.02%
76,859
-301
14
$1.6M 1.67%
18,120
15
$1.57M 1.64%
2,846
-34
16
$1.56M 1.64%
22,186
-54
17
$1.54M 1.61%
55,840
-2,360
18
$1.48M 1.54%
11,855
-265
19
$1.44M 1.51%
43,684
-16
20
$1.41M 1.47%
19,000
21
$1.31M 1.37%
3,588
-92
22
$1.25M 1.3%
3,809
-2,101
23
$1.13M 1.18%
17,609
-1,191
24
$1.11M 1.16%
25,253
+743
25
$1.07M 1.12%
+13,989
1
2 3 4 5