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
$179M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$212K
3
+$208K
4
PSA icon
Public Storage
PSA
+$206K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$110K

Top Sells

1
+$816K
2
+$300K
3
+$111K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$77.2K
5
HD icon
Home Depot
HD
+$74.3K

Sector Composition

1 Technology 7.7%
2 Financials 1.95%
3 Consumer Staples 1.74%
4 Healthcare 1.59%
5 Communication Services 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K 0.16%
3,486
52
$279K 0.16%
7,129
53
$279K 0.16%
12,830
+81
54
$274K 0.15%
3,686
-300
55
$268K 0.15%
928
56
$265K 0.15%
500
57
$261K 0.15%
2,489
58
$258K 0.14%
1,880
59
$256K 0.14%
1,113
60
$255K 0.14%
3,073
+7
61
$254K 0.14%
2,080
62
$247K 0.14%
10,860
63
$242K 0.14%
1,258
-267
64
$239K 0.13%
4,503
+91
65
$237K 0.13%
2,779
66
$229K 0.13%
5,560
+16
67
$229K 0.13%
4,990
+2
68
$228K 0.13%
1,150
69
$223K 0.12%
2,716
-185
70
$221K 0.12%
2,839
71
$221K 0.12%
946
72
$212K 0.12%
560
73
$212K 0.12%
+2,136
74
$208K 0.12%
+519
75
$207K 0.12%
942
1 2
3
4