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
276
$8K 0.01%
+82
277
$8K 0.01%
+328
278
$8K 0.01%
+153
279
$7K 0.01%
+50
280
$7K 0.01%
+72
281
$7K 0.01%
+274
282
$7K 0.01%
+200
283
$7K 0.01%
+70
284
$7K 0.01%
+100
285
$6K ﹤0.01%
+113
286
$6K ﹤0.01%
+334
287
$6K ﹤0.01%
+154
288
$6K ﹤0.01%
+100
289
$6K ﹤0.01%
+165
290
$6K ﹤0.01%
+161
291
$6K ﹤0.01%
+400
292
$5K ﹤0.01%
+115
293
$5K ﹤0.01%
+87
294
$5K ﹤0.01%
+93
295
$5K ﹤0.01%
+59
296
$5K ﹤0.01%
+94
297
$5K ﹤0.01%
+1,028
298
$5K ﹤0.01%
+80
299
$5K ﹤0.01%
+90
300
$5K ﹤0.01%
+200
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