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
$140M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$1.62M
2 +$1.09M
3 +$759K
4
WTW icon
Willis Towers Watson
WTW
+$213K
5
WEC icon
WEC Energy
WEC
+$209K

Top Sells

1 +$3.47M
2 +$1.15M
3 +$950K
4
USB icon
US Bancorp
USB
+$157K
5
RDOG icon
ALPS REIT Dividend Dogs ETF
RDOG
+$107K

Sector Composition

1 Technology 5.19%
2 Healthcare 2.2%
3 Consumer Staples 1.52%
4 Utilities 1.35%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$239K 0.17%
2,964
-191
52
$235K 0.17%
2,099
+4
53
$228K 0.16%
4,166
54
$213K 0.15%
+1,113
55
$209K 0.15%
1,880
56
$204K 0.15%
+1,232
57
$204K 0.15%
+560