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
$126M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$388K
2 +$348K
3 +$283K
4
HD icon
Home Depot
HD
+$228K
5
ETN icon
Eaton
ETN
+$213K

Top Sells

1 +$1.01M
2 +$300K
3 +$199K
4
RDOG icon
ALPS REIT Dividend Dogs ETF
RDOG
+$62.6K
5
PGX icon
Invesco Preferred ETF
PGX
+$45.2K

Sector Composition

1 Technology 7.61%
2 Healthcare 2.59%
3 Consumer Staples 1.79%
4 Utilities 1.56%
5 Consumer Discretionary 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$213K 0.17%
+2,440
52
$212K 0.17%
+2,160
53
$211K 0.17%
+4,709
54
$204K 0.16%
560
55
-6,469