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
301
$3K ﹤0.01%
165
302
$3K ﹤0.01%
160
303
$3K ﹤0.01%
200
-225
304
$3K ﹤0.01%
126
305
$3K ﹤0.01%
+53
306
$3K ﹤0.01%
50
307
$3K ﹤0.01%
+451
308
$3K ﹤0.01%
50
309
$3K ﹤0.01%
149
310
$2K ﹤0.01%
67
311
$2K ﹤0.01%
6
312
$2K ﹤0.01%
48
313
$2K ﹤0.01%
126
314
$2K ﹤0.01%
86
315
$2K ﹤0.01%
25
316
$2K ﹤0.01%
230
317
$2K ﹤0.01%
66
318
$2K ﹤0.01%
119
319
$2K ﹤0.01%
32
+1
320
$2K ﹤0.01%
+109
321
$2K ﹤0.01%
+77
322
$2K ﹤0.01%
64
323
$1K ﹤0.01%
17
324
$1K ﹤0.01%
157
325
$1K ﹤0.01%
125
11 12
13
14 15