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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$26.9M
3
+$4.98M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.17M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.77M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.32%
2 Healthcare 4.34%
3 Financials 3.13%
4 Industrials 2.56%
5 Consumer Staples 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3K ﹤0.01%
+56
302
$3K ﹤0.01%
+90
303
$3K ﹤0.01%
+126
304
$3K ﹤0.01%
+60
305
$3K ﹤0.01%
+135
306
$3K ﹤0.01%
+32
307
$3K ﹤0.01%
+150
308
$3K ﹤0.01%
+149
309
$2K ﹤0.01%
+67
310
$2K ﹤0.01%
+157
311
$2K ﹤0.01%
+6
312
$2K ﹤0.01%
+125
313
$2K ﹤0.01%
+47
314
$2K ﹤0.01%
+48
315
$2K ﹤0.01%
+126
316
$2K ﹤0.01%
+86
317
$2K ﹤0.01%
+50
318
$2K ﹤0.01%
+230
319
$2K ﹤0.01%
+66
320
$2K ﹤0.01%
+119
321
$2K ﹤0.01%
+31
322
$2K ﹤0.01%
+64
323
$2K ﹤0.01%
+200
324
$1K ﹤0.01%
+22
325
$1K ﹤0.01%
+31
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