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
$270M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$7.12M
3
+$3.02M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$490K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$363K

Top Sells

1
+$1.41M
2
+$360K
3
+$317K
4
LNT icon
Alliant Energy
LNT
+$229K
5
PFE icon
Pfizer
PFE
+$225K

Sector Composition

1 Technology 4.66%
2 Consumer Discretionary 1.71%
3 Healthcare 1.13%
4 Financials 1.11%
5 Consumer Staples 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$309K 0.11%
3,094
-2,067
52
$307K 0.11%
3,061
53
$307K 0.11%
465
54
$291K 0.11%
1,948
-94
55
$289K 0.11%
1,841
-1,121
56
$280K 0.1%
3,076
+22
57
$268K 0.1%
1,113
58
$264K 0.1%
3,088
59
$259K 0.1%
+1,791
60
$258K 0.1%
5,200
61
$256K 0.09%
1,500
-500
62
$254K 0.09%
10,860
63
$248K 0.09%
+3,600
64
$245K 0.09%
1,497
-22
65
$244K 0.09%
1,638
66
$242K 0.09%
4,560
67
$231K 0.09%
+942
68
$230K 0.09%
+2,326
69
$229K 0.08%
3,166
-300
70
$222K 0.08%
2,426
-1,481
71
$221K 0.08%
849
-97
72
$220K 0.08%
377
73
$213K 0.08%
+1,960
74
$212K 0.08%
910
-40
75
$209K 0.08%
+2,620
1 2
3
4