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
326
$1K ﹤0.01%
+17
327
$1K ﹤0.01%
+12
328
$1K ﹤0.01%
+16
329
$1K ﹤0.01%
+25
330
$1K ﹤0.01%
+76
331
$1K ﹤0.01%
+119
332
$1K ﹤0.01%
+33
333
$1K ﹤0.01%
+20
334
$1K ﹤0.01%
+36
335
$1K ﹤0.01%
+14
336
$1K ﹤0.01%
+35
337
$1K ﹤0.01%
+92
338
$1K ﹤0.01%
+13
339
$0 ﹤0.01%
+2
340
$0 ﹤0.01%
+400
341
$0 ﹤0.01%
+36
342
$0 ﹤0.01%
+8
343
$0 ﹤0.01%
+150
344
$0 ﹤0.01%
+212
345
$0 ﹤0.01%
+14
346
$0 ﹤0.01%
+1,850
347
$0 ﹤0.01%
+8
348
$0 ﹤0.01%
+33
349
$0 ﹤0.01%
+135
350
$0 ﹤0.01%
+64
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