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
251
$11K 0.01%
+89
252
$11K 0.01%
+100
253
$11K 0.01%
+592
254
$11K 0.01%
+127
255
$11K 0.01%
+110
256
$11K 0.01%
+626
257
$11K 0.01%
+400
258
$10K 0.01%
+780
259
$10K 0.01%
+1,087
260
$10K 0.01%
+400
261
$10K 0.01%
+148
262
$10K 0.01%
+219
263
$9K 0.01%
+400
264
$9K 0.01%
+614
265
$9K 0.01%
+53
266
$9K 0.01%
+157
267
$9K 0.01%
+123
268
$9K 0.01%
+1,028
269
$9K 0.01%
+145
270
$9K 0.01%
+133
271
$9K 0.01%
+200
272
$8K 0.01%
+98
273
$8K 0.01%
+125
274
$8K 0.01%
+85
275
$8K 0.01%
+188
9 10
11
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