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
$125M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$298K
3
+$224K
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$204K
5
NKE icon
Nike
NKE
+$203K

Top Sells

1
+$352K
2
+$187K
3
+$48.2K
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$42.4K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$28.6K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.46%
3 Financials 3%
4 Consumer Staples 2.23%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.02%
+122
227
$19K 0.02%
+385
228
$19K 0.02%
+1,600
229
$19K 0.02%
+425
230
$19K 0.02%
+300
231
$18K 0.01%
+625
232
$18K 0.01%
+612
233
$17K 0.01%
+225
234
$17K 0.01%
+1,653
235
$16K 0.01%
+174
236
$16K 0.01%
+241
237
$16K 0.01%
+458
238
$16K 0.01%
+200
239
$15K 0.01%
+140
240
$15K 0.01%
+400
241
$15K 0.01%
+306
242
$14K 0.01%
+373
243
$14K 0.01%
+114
244
$14K 0.01%
+800
245
$13K 0.01%
+192
246
$13K 0.01%
+576
247
$12K 0.01%
+100
248
$11K 0.01%
+152
249
$11K 0.01%
+200
250
$11K 0.01%
+100
8 9
10
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