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
$129M
AUM Growth
+$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1 +$6.5M
2 +$2.41M
3 +$534K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$369K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$56.6K

Top Sells

1 +$183K
2 +$176K
3 +$175K
4
TXN icon
Texas Instruments
TXN
+$168K
5
WTW icon
Willis Towers Watson
WTW
+$167K

Sector Composition

1 Technology 5.54%
2 Healthcare 2.72%
3 Financials 1.81%
4 Consumer Staples 1.3%
5 Communication Services 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-585
352
-1,093
353
-700