LFA

Laraway Financial Advisors Portfolio holdings

AUM $146M
1-Year Est. Return 16.48%
This Quarter Est. Return
1 Year Est. Return
+16.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$676K
2
+$653K
3
+$455K
4
WPC icon
W.P. Carey
WPC
+$378K
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$232K

Top Sells

1
+$7.58M
2
+$63.2K
3
+$46.4K
4
AAPL icon
Apple
AAPL
+$45.1K
5
UNH icon
UnitedHealth
UNH
+$38.8K

Sector Composition

1 Technology 16.53%
2 Healthcare 7.66%
3 Communication Services 6.5%
4 Financials 6.46%
5 Consumer Staples 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 8.49%
48,111
-203
2
$5.51M 4.38%
31,915
+3,781
3
$5.08M 4.03%
13,689
+1,822
4
$4.64M 3.69%
8,294
+87
5
$4M 3.17%
78,596
+4,244
6
$3.74M 2.97%
9,970
-47
7
$3.55M 2.82%
24,322
+320
8
$3.35M 2.66%
6,298
-25
9
$3M 2.39%
60,329
+164
10
$2.95M 2.34%
64,079
+1,723
11
$2.87M 2.28%
26,487
+348
12
$2.45M 1.94%
15,820
-300
13
$2.31M 1.83%
2,794
-9,175
14
$2.26M 1.79%
13,021
+331
15
$2.25M 1.79%
10,918
+677
16
$2.06M 1.64%
68,499
-722
17
$1.9M 1.51%
20,380
+50
18
$1.89M 1.5%
9,956
+76
19
$1.87M 1.49%
22,986
+5,592
20
$1.74M 1.38%
1,837
21
$1.68M 1.33%
65,596
-167
22
$1.65M 1.31%
3,151
-74
23
$1.65M 1.31%
20,932
+39
24
$1.63M 1.29%
6,297
+312
25
$1.5M 1.19%
2,600
+38
1
2 3 4 5