LC

Landaas & Company Portfolio holdings

AUM $419M
1-Year Est. Return 12.11%
This Quarter Est. Return
1 Year Est. Return
+12.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.2M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1 +$264K
2 +$191K
3 +$151K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$40.4K
5
MSFT icon
Microsoft
MSFT
+$34.2K

Top Sells

1 +$804K
2 +$477K
3 +$318K
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$204K
5
TOWN icon
Towne Bank
TOWN
+$200K

Sector Composition

1 Technology 5.65%
2 Healthcare 3.13%
3 Financials 2.1%
4 Consumer Staples 1.61%
5 Utilities 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-1,363
352
-825
353
-169
354
-53
355
-1,250
356
-1,400
357
-2
358
-50
359
-585
360
-1,093