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
$132M
AUM Growth
+$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$221K
2 +$218K
3 +$204K
4
BMO icon
Bank of Montreal
BMO
+$201K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$45.2K

Top Sells

1 +$1.39M
2 +$669K
3 +$539K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$277K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$221K

Sector Composition

1 Technology 8.07%
2 Consumer Staples 1.79%
3 Healthcare 1.63%
4 Utilities 1.62%
5 Consumer Discretionary 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$232K 0.18%
1,113
52
$231K 0.18%
3,686
-169
53
$221K 0.17%
+928
54
$218K 0.17%
+1,525
55
$215K 0.16%
560
56
$201K 0.15%
+3,436
57
-4,709