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
$143M
AUM Growth
+$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.29M
3
+$506K
4
CAT icon
Caterpillar
CAT
+$288K
5
ETN icon
Eaton
ETN
+$228K

Top Sells

1
+$4.1M
2
+$2.93M
3
+$336K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$330K
5
IYR icon
iShares US Real Estate ETF
IYR
+$137K

Sector Composition

1 Technology 6.3%
2 Healthcare 2.49%
3 Consumer Staples 1.78%
4 Financials 1.48%
5 Utilities 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$517K 0.36%
4,292
+563
27
$506K 0.35%
3,949
+1,168
28
$499K 0.35%
8,336
29
$489K 0.34%
3,581
+826
30
$470K 0.33%
7,655
+3,020
31
$455K 0.32%
8,584
32
$433K 0.3%
9,380
+8
33
$409K 0.29%
7,390
34
$396K 0.28%
1,644
35
$391K 0.27%
13,259
36
$380K 0.27%
2,579
37
$380K 0.27%
6,444
+1,793
38
$378K 0.26%
4,014
39
$371K 0.26%
14,788
-13,386
40
$369K 0.26%
4,346
41
$361K 0.25%
5,960
42
$344K 0.24%
4,439
43
$341K 0.24%
4,889
+50
44
$305K 0.21%
925
45
$304K 0.21%
3,855
46
$301K 0.21%
8,086
-211
47
$294K 0.21%
2,108
+5
48
$288K 0.2%
+1,948
49
$276K 0.19%
4,652
+23
50
$247K 0.17%
3,588
1
2
3