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
$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
26
$516K 0.45%
6,172
-181
27
$513K 0.44%
17,460
-34
28
$511K 0.44%
2,580
29
$439K 0.38%
5,469
30
$434K 0.37%
9,182
31
$403K 0.35%
8,740
+255
32
$399K 0.34%
4,989
33
$374K 0.32%
9,408
+376
34
$368K 0.32%
3,072
-434
35
$358K 0.31%
2,856
-622
36
$351K 0.3%
7,659
+102
37
$317K 0.27%
9,236
+2
38
$297K 0.26%
3,753
-960
39
$296K 0.26%
1,705
40
$296K 0.26%
3,539
-1,295
41
$296K 0.26%
5,587
-1,033
42
$284K 0.25%
3,764
43
$274K 0.24%
6,422
+2,800
44
$265K 0.23%
5,208
+4
45
$253K 0.22%
1,723
-1,545
46
$247K 0.21%
4,844
47
$244K 0.21%
3,364
-1,566
48
$233K 0.2%
5,960
49
$204K 0.18%
5,136
+5
50
$200K 0.17%
6,500