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
$138M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$1.02M
3
+$737K
4
MGEE icon
MGE Energy Inc
MGEE
+$262K
5
AMGN icon
Amgen
AMGN
+$240K

Top Sells

1
+$2.18M
2
+$273K
3
+$221K
4
USB icon
US Bancorp
USB
+$218K
5
RDOG icon
ALPS REIT Dividend Dogs ETF
RDOG
+$115K

Sector Composition

1 Technology 4.92%
2 Healthcare 2.36%
3 Consumer Staples 1.47%
4 Utilities 1.15%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$235K 0.17%
2,640
-560
52
$225K 0.16%
+4,166
53
$212K 0.15%
2,095
-2,696
54
$202K 0.15%
+1,880
55
– –
-2,905
1 2
3