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
$125M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$428K
2
+$366K
3
+$249K
4
INGR icon
Ingredion
INGR
+$230K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$229K

Top Sells

1
+$394K
2
+$123K
3
+$104K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$102K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$76K

Sector Composition

1 Technology 18.26%
2 Healthcare 8.57%
3 Communication Services 6.34%
4 Financials 6.05%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 9.07%
48,815
-526
2
$4.7M 3.75%
26,916
+101
3
$4.49M 3.58%
7,825
-182
4
$4.41M 3.52%
11,492
-1,026
5
$4.34M 3.46%
10,090
+995
6
$3.92M 3.13%
74,244
+450
7
$3.71M 2.96%
24,064
-133
8
$3.17M 2.53%
26,133
-445
9
$2.91M 2.32%
6,323
10
$2.84M 2.26%
59,674
+2,368
11
$2.75M 2.19%
60,632
-574
12
$2.7M 2.15%
16,270
13
$2.54M 2.03%
2,872
-23
14
$2.37M 1.89%
10,479
-131
15
$2.27M 1.81%
12,678
-424
16
$2.1M 1.67%
69,194
+220
17
$1.88M 1.5%
3,223
+1
18
$1.84M 1.47%
9,873
-100
19
$1.74M 1.39%
66,628
-167
20
$1.65M 1.32%
20,464
-457
21
$1.63M 1.3%
1,842
22
$1.59M 1.27%
6,024
-386
23
$1.55M 1.24%
17,905
-50
24
$1.5M 1.19%
2,418
25
$1.47M 1.17%
2,562
1
2 3 4 5