LC

Landaas & Company Portfolio holdings

AUM $455M
1-Year Est. Return 14.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.75%
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 +$39M
2 +$26.4M
3 +$5.02M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.14M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.78M

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 ﹤0.01%
+135
352
$0 ﹤0.01%
+33
353
$0 ﹤0.01%
+8
354
$0 ﹤0.01%
+1,850
355
$0 ﹤0.01%
+14
356
$0 ﹤0.01%
+212
357
$0 ﹤0.01%
+150
358
$0 ﹤0.01%
+8
359
$0 ﹤0.01%
+36
360
$0 ﹤0.01%
+2