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
$270M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$7.12M
3
+$3.02M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$490K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$363K

Top Sells

1
+$1.41M
2
+$360K
3
+$317K
4
LNT icon
Alliant Energy
LNT
+$229K
5
PFE icon
Pfizer
PFE
+$225K

Sector Composition

1 Technology 4.66%
2 Consumer Discretionary 1.71%
3 Healthcare 1.13%
4 Financials 1.11%
5 Consumer Staples 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$650K 0.24%
1,822
27
$641K 0.24%
5,823
+659
28
$594K 0.22%
6,995
29
$577K 0.21%
6,395
-60
30
$560K 0.21%
12,868
+50
31
$545K 0.2%
6,406
32
$518K 0.19%
4,736
33
$505K 0.19%
18,027
-5,876
34
$504K 0.19%
1,750
-40
35
$471K 0.17%
1,517
+407
36
$443K 0.16%
933
37
$419K 0.16%
1,740
38
$411K 0.15%
6,246
+22
39
$398K 0.15%
6,630
40
$397K 0.15%
2,840
-200
41
$390K 0.14%
7,768
+189
42
$388K 0.14%
33,824
-31,353
43
$384K 0.14%
1,298
44
$380K 0.14%
6,443
+111
45
$352K 0.13%
669
+10
46
$349K 0.13%
2,052
-120
47
$340K 0.13%
828
48
$328K 0.12%
4,790
-288
49
$325K 0.12%
20,875
-7,590
50
$323K 0.12%
5,320
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