LFA

Laraway Financial Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$174K
3
+$174K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$57.1K
5
CVX icon
Chevron
CVX
+$49.3K

Top Sells

1
+$632K
2
+$583K
3
+$154K
4
VTV icon
Vanguard Value ETF
VTV
+$144K
5
VUG icon
Vanguard Growth ETF
VUG
+$142K

Sector Composition

1 Technology 17.76%
2 Communication Services 7.5%
3 Healthcare 6.37%
4 Financials 6.31%
5 Consumer Staples 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.71M 7.37%
47,350
-761
2
$5.84M 4.43%
13,329
-360
3
$5.49M 4.16%
31,063
-852
4
$5.05M 3.83%
8,178
-116
5
$4.82M 3.66%
9,694
-276
6
$4.38M 3.32%
76,833
-1,763
7
$4.13M 3.13%
26,147
-340
8
$3.4M 2.58%
65,279
+1,200
9
$3.16M 2.4%
23,470
-852
10
$3.1M 2.35%
59,253
-1,076
11
$3.05M 2.31%
6,278
-20
12
$2.77M 2.1%
15,745
-75
13
$2.72M 2.06%
21,498
-338
14
$2.69M 2.04%
20,100
-280
15
$2.37M 1.8%
13,052
+31
16
$2.18M 1.66%
9,958
+2
17
$2.09M 1.58%
2,680
-114
18
$2.02M 1.53%
66,893
-1,606
19
$1.92M 1.46%
2,600
20
$1.8M 1.37%
1,822
-15
21
$1.7M 1.29%
6,070
-227
22
$1.67M 1.27%
40,958
-906
23
$1.67M 1.27%
7,640
24
$1.65M 1.25%
16,872
-6,114
25
$1.63M 1.24%
63,799
-1,797
1
2 3 4 5