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
$126M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$388K
2
+$348K
3
+$283K
4
HD icon
Home Depot
HD
+$228K
5
ETN icon
Eaton
ETN
+$213K

Top Sells

1
+$1.01M
2
+$300K
3
+$199K
4
RDOG icon
ALPS REIT Dividend Dogs ETF
RDOG
+$62.6K
5
PGX icon
Invesco Preferred ETF
PGX
+$45.2K

Sector Composition

1 Technology 7.61%
2 Healthcare 2.59%
3 Consumer Staples 1.79%
4 Utilities 1.56%
5 Consumer Discretionary 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$477K 0.38%
3,604
+8
27
$474K 0.38%
8,584
28
$461K 0.37%
2,580
29
$460K 0.37%
3,985
+18
30
$419K 0.33%
7,597
+21
31
$392K 0.31%
900
32
$390K 0.31%
4,346
33
$388K 0.31%
+1,644
34
$385K 0.31%
8,828
-560
35
$361K 0.29%
4,045
-42
36
$358K 0.28%
5,960
37
$348K 0.28%
+2,520
38
$336K 0.27%
2,579
39
$330K 0.26%
7,390
40
$322K 0.26%
14,087
41
$283K 0.22%
+1,624
42
$263K 0.21%
3,588
43
$254K 0.2%
2,700
-2,112
44
$249K 0.2%
3,855
45
$248K 0.2%
1,957
+5
46
$247K 0.2%
7,949
47
$246K 0.2%
2,964
48
$228K 0.18%
+911
49
$221K 0.18%
1,094
-118
50
$219K 0.17%
1,113
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