LC
Landaas & Company Portfolio holdings
AUM $419M
1-Year Return
12.11%
This Quarter Return
+3.19%
1 Year Return
+12.11%
3 Year Return
+50.2%
5 Year Return
+85.89%
10 Year Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.59%
Holding
362
New
360
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$39.8M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$26.9M |
| 3 |
ALPS REIT Dividend Dogs ETF
RDOG
|
+$4.98M |
| 4 |
iShares Select Dividend ETF
DVY
|
+$2.17M |
| 5 |
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% |
