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
$307M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$7.11M
2 +$2.98M
3 +$2.18M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.2M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.05M

Top Sells

1 +$268K
2 +$222K
3 +$213K
4
ABBV icon
AbbVie
ABBV
+$161K
5
LYFT icon
Lyft
LYFT
+$153K

Sector Composition

1 Technology 4.32%
2 Consumer Discretionary 1.65%
3 Financials 1.08%
4 Healthcare 1.02%
5 Consumer Staples 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$762K 0.25%
6,232
-163
27
$724K 0.24%
15,389
+63
28
$630K 0.2%
14,171
+1,303
29
$571K 0.19%
6,350
-645
30
$567K 0.18%
6,079
-327
31
$566K 0.18%
4,736
32
$559K 0.18%
4,923
-900
33
$513K 0.17%
1,492
-25
34
$498K 0.16%
1,750
35
$492K 0.16%
6,630
36
$488K 0.16%
933
37
$479K 0.16%
1,307
+9
38
$479K 0.16%
17,076
-951
39
$465K 0.15%
1,486
-254
40
$453K 0.15%
6,253
+7
41
$435K 0.14%
2,881
+41
42
$394K 0.13%
6,432
-11
43
$384K 0.12%
828
44
$370K 0.12%
505
+40
45
$363K 0.12%
3,121
+27
46
$344K 0.11%
7,795
+27
47
$344K 0.11%
28,987
-4,837
48
$340K 0.11%
5,320
49
$340K 0.11%
1,942
-110
50
$332K 0.11%
671
+2