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
$113M
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$229K
3
+$221K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$208K
5
CAH icon
Cardinal Health
CAH
+$205K

Top Sells

1
+$280K
2
+$236K
3
+$178K
4
AAPL icon
Apple
AAPL
+$123K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$60.4K

Sector Composition

1 Technology 16.45%
2 Healthcare 8.84%
3 Communication Services 6.43%
4 Financials 5.99%
5 Consumer Staples 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.47M 7.47%
49,421
-717
2
$4.28M 3.78%
26,308
+309
3
$4.27M 3.77%
12,408
+173
4
$4.25M 3.75%
8,127
-32
5
$3.83M 3.38%
9,101
-50
6
$3.65M 3.22%
72,767
+199
7
$3.6M 3.17%
24,369
-323
8
$2.66M 2.34%
6,323
-100
9
$2.59M 2.28%
61,396
-467
10
$2.46M 2.17%
16,295
-50
11
$2.39M 2.11%
26,470
-200
12
$2.36M 2.09%
56,135
+2,606
13
$2.26M 1.99%
10,858
+31
14
$2.25M 1.98%
2,888
-9
15
$2.16M 1.9%
12,731
-188
16
$2.1M 1.85%
70,638
-1,000
17
$1.8M 1.59%
9,970
-240
18
$1.71M 1.51%
67,822
-2,390
19
$1.59M 1.4%
3,220
+1
20
$1.55M 1.36%
6,191
+52
21
$1.5M 1.32%
18,054
+1
22
$1.41M 1.24%
2,418
-50
23
$1.39M 1.22%
21,136
+443
24
$1.35M 1.19%
1,842
+5
25
$1.24M 1.1%
2,562
-100
1
2 3 4 5