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
$130M
AUM Growth
+$4.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$295K
3
+$244K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$224K
5
VTV icon
Vanguard Value ETF
VTV
+$206K

Top Sells

1
+$174K
2
+$125K
3
+$55.3K
4
INTC icon
Intel
INTC
+$46.2K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$43.7K

Sector Composition

1 Technology 18.25%
2 Healthcare 7.68%
3 Communication Services 6.81%
4 Financials 5.92%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 9.32%
48,314
-501
2
$4.87M 3.75%
11,867
+375
3
$4.81M 3.71%
8,207
+382
4
$4.76M 3.67%
28,134
+1,218
5
$4.22M 3.25%
10,017
-73
6
$3.56M 2.74%
74,352
+108
7
$3.51M 2.7%
26,139
+6
8
$3.45M 2.66%
4,298
9
$3.3M 2.54%
24,002
-62
10
$3.12M 2.4%
62,356
+2,682
11
$3.05M 2.35%
16,120
-150
12
$2.91M 2.24%
60,165
-467
13
$2.87M 2.21%
11,969
+9,097
14
$2.87M 2.21%
6,323
15
$2.38M 1.83%
10,241
-238
16
$2.22M 1.71%
12,690
+12
17
$2.17M 1.67%
9,880
+7
18
$2.07M 1.59%
69,221
+27
19
$1.81M 1.4%
2,033
-10
20
$1.68M 1.3%
1,837
-5
21
$1.64M 1.27%
65,763
-865
22
$1.63M 1.26%
3,225
+2
23
$1.58M 1.22%
20,893
+429
24
$1.58M 1.22%
5,985
-39
25
$1.57M 1.21%
17,394
+1,140
1
2 3 4 5