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LFA

Laraway Financial Advisors Portfolio holdings

AUM $142M
1-Year Est. Return 22.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$727K
3
+$309K
4
VUG icon
Vanguard Growth ETF
VUG
+$284K
5
MDT icon
Medtronic
MDT
+$229K

Top Sells

1
+$198K
2
+$157K
3
+$140K
4
AAPL icon
Apple
AAPL
+$34.3K
5
NFLX icon
Netflix
NFLX
+$30.5K

Sector Composition

1 Technology 18.91%
2 Communication Services 7.6%
3 Financials 7.08%
4 Healthcare 6.35%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12M 8.2%
47,198
-152
2
$6.69M 4.57%
83,688
+3,714
3
$6.11M 4.17%
32,768
+1,705
4
$5.44M 3.71%
8,162
-16
5
$5.05M 3.45%
9,754
+60
6
$4.71M 3.22%
25,247
-900
7
$4.71M 3.21%
78,568
+1,735
8
$4.2M 2.87%
8,350
+2,072
9
$3.89M 2.66%
67,630
+2,351
10
$3.85M 2.63%
15,845
+100
11
$3.27M 2.23%
23,468
-2
12
$3.26M 2.22%
60,442
+1,189
13
$3.11M 2.12%
22,060
+562
14
$2.47M 1.69%
13,044
-8
15
$2.38M 1.62%
19,850
-250
16
$2.19M 1.49%
9,958
17
$2.13M 1.45%
7,570
-70
18
$2.04M 1.4%
2,680
19
$2.02M 1.38%
66,617
-276
20
$1.94M 1.32%
2,640
+40
21
$1.9M 1.29%
25,804
+1,524
22
$1.79M 1.22%
41,078
+120
23
$1.77M 1.21%
7,251
+100
24
$1.74M 1.19%
16,874
+2
25
$1.68M 1.15%
1,819
-3
1
2 3 4 5