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
$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
351
$1K ﹤0.01%
+35
352
$1K ﹤0.01%
+30