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
$98.7M
AUM Growth
+$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$515K
3
+$219K
4
CVX icon
Chevron
CVX
+$202K
5
VTV icon
Vanguard Value ETF
VTV
+$79K

Top Sells

1
+$422K
2
+$305K
3
+$125K
4
TMO icon
Thermo Fisher Scientific
TMO
+$108K
5
INTC icon
Intel
INTC
+$106K

Sector Composition

1 Technology 15.45%
2 Healthcare 8.45%
3 Consumer Staples 5.53%
4 Communication Services 5.14%
5 Financials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.82M 8.93%
53,460
-2,561
2
$3.47M 3.52%
25,161
+572
3
$3.43M 3.48%
76,028
-190
4
$3.37M 3.42%
8,240
-259
5
$3.32M 3.37%
25,672
-964
6
$3.11M 3.15%
12,456
+218
7
$2.85M 2.88%
9,871
-1,059
8
$2.29M 2.32%
77,119
-481
9
$2.07M 2.1%
64,539
-1,929
10
$2.03M 2.06%
6,573
-187
11
$1.97M 2%
76,372
-487
12
$1.94M 1.97%
13,412
-300
13
$1.79M 1.82%
17,270
-850
14
$1.71M 1.73%
11,301
-554
15
$1.69M 1.71%
54,310
-1,530
16
$1.65M 1.67%
3,495
-148
17
$1.53M 1.55%
2,658
-188
18
$1.45M 1.47%
21,455
-731
19
$1.41M 1.43%
41,607
-2,077
20
$1.39M 1.41%
18,293
-707
21
$1.32M 1.34%
6,249
+2,440
22
$1.16M 1.18%
3,389
-199
23
$1.11M 1.12%
42,991
-1,363
24
$1.09M 1.11%
24,206
-1,047
25
$1.08M 1.09%
10,433
-255
1
2 3 4 5