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
$116M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$289K
2
+$245K
3
+$169K
4
TEX icon
Terex
TEX
+$145K
5
KMI icon
Kinder Morgan
KMI
+$134K

Top Sells

1
+$1.34M
2
+$751K
3
+$325K
4
ABT icon
Abbott
ABT
+$251K
5
IBM icon
IBM
IBM
+$227K

Sector Composition

1 Technology 5.18%
2 Healthcare 3.76%
3 Financials 3.54%
4 Consumer Staples 2.62%
5 Industrials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-400
377
– –
-200
378
$0 ﹤0.01%
8
379
$0 ﹤0.01%
36
380
– –
-2
381
$0 ﹤0.01%
22
-11
382
– –
-156
383
– –
0
384
– –
-1,200
385
– –
-42
386
– –
-25
387
– –
0
388
$0 ﹤0.01%
64
389
$0 ﹤0.01%
400
12 13 14 15
16