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
$125M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$298K
3
+$224K
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$204K
5
NKE icon
Nike
NKE
+$203K

Top Sells

1
+$352K
2
+$187K
3
+$48.2K
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$42.4K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$28.6K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.46%
3 Financials 3%
4 Consumer Staples 2.23%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$224K 0.18%
+2,640
52
$211K 0.17%
2,963
+114
53
$204K 0.16%
+5,090
54
$203K 0.16%
+2,552
55
$201K 0.16%
4,779
+6
56
$195K 0.16%
+1,880
57
$189K 0.15%
+1,429
58
$184K 0.15%
+4,266
59
$183K 0.15%
4,340
+7
60
$176K 0.14%
+2,571
61
$175K 0.14%
+3,464
62
$168K 0.13%
+1,525
63
$167K 0.13%
+1,100
64
$166K 0.13%
+1,093
65
$165K 0.13%
+1,232
66
$165K 0.13%
+560
67
$164K 0.13%
+2,027
68
$156K 0.12%
+686
69
$154K 0.12%
+1,462
70
$153K 0.12%
+2,881
71
$151K 0.12%
+2,390
72
$150K 0.12%
+2,595
73
$148K 0.12%
+760
74
$148K 0.12%
+991
75
$147K 0.12%
+1,089
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3
4 5