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
$116M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1 +$289K
2 +$245K
3 +$169K
4
TEX icon
Terex
TEX
+$145K
5
KMI icon
Kinder Morgan
KMI
+$134K

Top Sells

1 +$1.34M
2 +$751K
3 +$325K
4
ABT icon
Abbott
ABT
+$251K
5
IBM icon
IBM
IBM
+$227K

Sector Composition

1 Technology 5.18%
2 Healthcare 3.76%
3 Financials 3.54%
4 Consumer Staples 2.62%
5 Industrials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$200K 0.17%
1,880
52
$180K 0.16%
560
53
$179K 0.15%
3,889
+4
54
$175K 0.15%
2,876
55
$173K 0.15%
1,196
56
$172K 0.15%
2,406
+539
57
$171K 0.15%
3,179
+709
58
$170K 0.15%
2,027
59
$170K 0.15%
3,454
+26
60
$169K 0.15%
3,513
+3,013
61
$168K 0.14%
2,301
+282
62
$165K 0.14%
2,615
+300
63
$164K 0.14%
1,092
+4
64
$162K 0.14%
1,093
65
$162K 0.14%
3,064
66
$162K 0.14%
1,154
67
$160K 0.14%
2,552
68
$156K 0.13%
2,571
69
$153K 0.13%
1,462
70
$152K 0.13%
800
-329
71
$152K 0.13%
1,332
72
$151K 0.13%
957
-540
73
$148K 0.13%
3,868
74
$148K 0.13%
1,416
75
$145K 0.13%
2,369
+2