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
351
0
352
$0 ﹤0.01%
+30
353
$0 ﹤0.01%
+10
354
$0 ﹤0.01%
+6
355
0
356
$0 ﹤0.01%
+7
357
$0 ﹤0.01%
+200
358
$0 ﹤0.01%
+2
359
$0 ﹤0.01%
+300
360
$0 ﹤0.01%
+11