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
$143M
AUM Growth
+$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.29M
3
+$506K
4
CAT icon
Caterpillar
CAT
+$288K
5
ETN icon
Eaton
ETN
+$228K

Top Sells

1
+$4.1M
2
+$2.93M
3
+$336K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$330K
5
IYR icon
iShares US Real Estate ETF
IYR
+$137K

Sector Composition

1 Technology 6.3%
2 Healthcare 2.49%
3 Consumer Staples 1.78%
4 Financials 1.48%
5 Utilities 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$239K 0.17%
2,964
52
$233K 0.16%
2,520
-60
53
$228K 0.16%
+2,410
54
$225K 0.16%
1,880
55
$225K 0.16%
1,113
56
$219K 0.15%
2,160
57
$218K 0.15%
560
58
$218K 0.15%
+10,860
59
$210K 0.15%
+2,453
60
$209K 0.15%
+5,926
61
$207K 0.14%
5,571
+6
62
$180K 0.13%
+12,718
63
– –
-2,842
1 2
3