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
276
$7K 0.01%
+72
277
$6K 0.01%
334
278
$6K 0.01%
154
279
$6K 0.01%
93
280
$6K 0.01%
162
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$6K 0.01%
1,028
282
$6K 0.01%
+36
283
$6K 0.01%
+400
284
$5K ﹤0.01%
150
285
$5K ﹤0.01%
59
286
$5K ﹤0.01%
80
287
$5K ﹤0.01%
100
288
$5K ﹤0.01%
200
289
$5K ﹤0.01%
100
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$4K ﹤0.01%
100
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$4K ﹤0.01%
87
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$4K ﹤0.01%
90
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$4K ﹤0.01%
+36
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$4K ﹤0.01%
225
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$4K ﹤0.01%
87
-159
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$4K ﹤0.01%
100
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$4K ﹤0.01%
32
298
$4K ﹤0.01%
116
299
$4K ﹤0.01%
+220
300
$4K ﹤0.01%
201