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
$328M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$5.26M
3
+$3.83M
4
NVDA icon
NVIDIA
NVDA
+$799K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$575K

Top Sells

1
+$635K
2
+$545K
3
+$327K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$274K
5
SCHW icon
Charles Schwab
SCHW
+$262K

Sector Composition

1 Technology 4.76%
2 Consumer Discretionary 1.45%
3 Consumer Staples 0.98%
4 Healthcare 0.83%
5 Financials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$748K 0.23%
15,389
27
$649K 0.2%
6,720
+641
28
$619K 0.19%
6,232
29
$561K 0.17%
4,736
30
$549K 0.17%
1,469
-23
31
$508K 0.15%
933
32
$507K 0.15%
2,782
-99
33
$500K 0.15%
6,630
34
$493K 0.15%
5,693
-657
35
$466K 0.14%
1,486
36
$463K 0.14%
545
+40
37
$459K 0.14%
+11,753
38
$448K 0.14%
16,181
-895
39
$436K 0.13%
2,156
-2,696
40
$435K 0.13%
1,307
41
$429K 0.13%
3,250
+1,150
42
$409K 0.12%
6,432
43
$383K 0.12%
9,651
-4,520
44
$377K 0.11%
5,320
45
$374K 0.11%
3,598
-1,325
46
$368K 0.11%
4,900
-1,353
47
$363K 0.11%
828
48
$360K 0.11%
3,131
+10
49
$357K 0.11%
1,791
50
$352K 0.11%
1,127
-623
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2
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