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
$205M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$3.44M
3
+$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$832K
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$763K

Top Sells

1
+$303K
2
+$212K
3
+$208K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$156K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$58.8K

Sector Composition

1 Technology 5.4%
2 Consumer Discretionary 2.64%
3 Consumer Staples 1.34%
4 Healthcare 1.23%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$269K 0.13%
3,466
52
$261K 0.13%
1,045
53
$260K 0.13%
550
54
$259K 0.13%
1,113
55
$258K 0.13%
4,862
56
$256K 0.12%
1,150
57
$249K 0.12%
7,623
-236
58
$248K 0.12%
2,534
59
$246K 0.12%
+3,330
60
$240K 0.12%
1,960
61
$239K 0.12%
6,619
-517
62
$238K 0.12%
3,047
+11
63
$237K 0.12%
10,860
64
$234K 0.11%
1,258
65
$231K 0.11%
465
66
$228K 0.11%
+1,791
67
$214K 0.1%
5,507
68
$213K 0.1%
2,830
69
$213K 0.1%
+946
70
$212K 0.1%
+550
71
$212K 0.1%
+5,200
72
$209K 0.1%
+4,560
73
$207K 0.1%
2,326
74
$206K 0.1%
2,121
75
$203K 0.1%
+5,359
1 2
3
4