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
$162M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$2.8M
3
+$1.01M
4
AAPL icon
Apple
AAPL
+$642K
5
LMT icon
Lockheed Martin
LMT
+$236K

Top Sells

1
+$353K
2
+$302K
3
+$298K
4
PYPL icon
PayPal
PYPL
+$287K
5
CSCO icon
Cisco
CSCO
+$280K

Sector Composition

1 Technology 6.67%
2 Healthcare 1.94%
3 Consumer Staples 1.85%
4 Financials 1.34%
5 Utilities 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$492K 0.3%
2,751
27
$462K 0.29%
5,960
28
$451K 0.28%
9,755
+780
29
$438K 0.27%
4,020
+1,940
30
$436K 0.27%
1,790
-277
31
$433K 0.27%
5,059
32
$430K 0.27%
5,160
-826
33
$413K 0.26%
7,949
-341
34
$402K 0.25%
7,910
+896
35
$395K 0.24%
2,800
+8
36
$391K 0.24%
9,127
-941
37
$389K 0.24%
4,111
-803
38
$377K 0.23%
3,482
-96
39
$376K 0.23%
4,087
-629
40
$354K 0.22%
6,759
41
$337K 0.21%
2,330
-159
42
$328K 0.2%
5,213
-2,037
43
$327K 0.2%
866
-620
44
$312K 0.19%
2,478
45
$300K 0.19%
8,031
-305
46
$272K 0.17%
2,833
-20
47
$270K 0.17%
3,466
+300
48
$267K 0.16%
928
49
$248K 0.15%
1,880
50
$244K 0.15%
475
-18
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