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

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
326
$2K ﹤0.01%
+150
327
$2K ﹤0.01%
+66
328
$2K ﹤0.01%
+119
329
$2K ﹤0.01%
+451
330
$2K ﹤0.01%
+32
331
$1K ﹤0.01%
+22
332
$1K ﹤0.01%
+73
333
$1K ﹤0.01%
+17
334
$1K ﹤0.01%
+5
335
$1K ﹤0.01%
+12
336
$1K ﹤0.01%
+135
337
$1K ﹤0.01%
+35
338
$1K ﹤0.01%
+30
339
$1K ﹤0.01%
+22
340
$1K ﹤0.01%
+86
341
$1K ﹤0.01%
+25
342
$1K ﹤0.01%
+175
343
$1K ﹤0.01%
+76
344
$1K ﹤0.01%
+153
345
$1K ﹤0.01%
+119
346
$1K ﹤0.01%
+17
347
$1K ﹤0.01%
+28
348
$1K ﹤0.01%
+20
349
$1K ﹤0.01%
+7
350
$1K ﹤0.01%
+36