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
$138M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$1.02M
3
+$737K
4
MGEE icon
MGE Energy Inc
MGEE
+$262K
5
AMGN icon
Amgen
AMGN
+$240K

Top Sells

1
+$2.18M
2
+$273K
3
+$221K
4
USB icon
US Bancorp
USB
+$218K
5
RDOG icon
ALPS REIT Dividend Dogs ETF
RDOG
+$115K

Sector Composition

1 Technology 4.92%
2 Healthcare 2.36%
3 Consumer Staples 1.47%
4 Utilities 1.15%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$468K 0.34%
2,692
27
$459K 0.33%
3,729
+616
28
$457K 0.33%
8,516
-374
29
$453K 0.33%
6,286
+1,473
30
$442K 0.32%
3,161
31
$433K 0.31%
5,337
-132
32
$431K 0.31%
5,332
-583
33
$417K 0.3%
10,428
-936
34
$404K 0.29%
2,992
-266
35
$381K 0.28%
9,460
-273
36
$367K 0.27%
7,842
37
$367K 0.27%
7,608
-4,520
38
$354K 0.26%
4,696
-148
39
$354K 0.26%
2,890
+118
40
$340K 0.25%
4,539
-150
41
$322K 0.23%
6,843
+5,098
42
$314K 0.23%
13,259
-2,193
43
$303K 0.22%
2,682
44
$293K 0.21%
4,636
-45
45
$288K 0.21%
5,960
46
$274K 0.2%
4,635
-124
47
$266K 0.19%
1,000
48
$262K 0.19%
+3,855
49
$258K 0.19%
3,764
50
$251K 0.18%
3,155
1
2
3