LC

Landaas & Company Portfolio holdings

AUM $440M
1-Year Est. Return 12.87%
This Quarter Est. Return
1 Year Est. Return
+12.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$289K
2
+$245K
3
+$169K
4
TEX icon
Terex
TEX
+$145K
5
KMI icon
Kinder Morgan
KMI
+$134K

Top Sells

1
+$1.34M
2
+$751K
3
+$325K
4
ABT icon
Abbott
ABT
+$251K
5
IBM icon
IBM
IBM
+$227K

Sector Composition

1 Technology 5.18%
2 Healthcare 3.76%
3 Financials 3.54%
4 Consumer Staples 2.62%
5 Industrials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K 0.02%
200
227
$17K 0.01%
225
228
$17K 0.01%
304
229
$17K 0.01%
420
230
$16K 0.01%
200
231
$16K 0.01%
626
+152
232
$15K 0.01%
720
233
$14K 0.01%
800
234
$13K 0.01%
373
235
$13K 0.01%
140
236
$13K 0.01%
225
+25
237
$13K 0.01%
152
238
$12K 0.01%
114
239
$12K 0.01%
576
240
$12K 0.01%
+592
241
$11K 0.01%
137
242
$11K 0.01%
780
243
$11K 0.01%
+635
244
$11K 0.01%
98
245
$11K 0.01%
+152
246
$11K 0.01%
200
247
$11K 0.01%
+169
248
$11K 0.01%
1,087
249
$11K 0.01%
100
250
$11K 0.01%
110
8 9
10
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