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
$307M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$7.11M
2 +$2.98M
3 +$2.18M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.2M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.05M

Top Sells

1 +$268K
2 +$222K
3 +$213K
4
ABBV icon
AbbVie
ABBV
+$161K
5
LYFT icon
Lyft
LYFT
+$153K

Sector Composition

1 Technology 4.32%
2 Consumer Discretionary 1.65%
3 Financials 1.08%
4 Healthcare 1.02%
5 Consumer Staples 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$331K 0.11%
2,513
+623
52
$327K 0.11%
+2,100
53
$322K 0.1%
3,061
54
$322K 0.1%
1,980
+32
55
$318K 0.1%
3,388
+300
56
$311K 0.1%
3,084
+8
57
$303K 0.1%
1,791
58
$300K 0.1%
5,200
59
$293K 0.1%
377
60
$289K 0.09%
1,515
+18
61
$288K 0.09%
1,823
-18
62
$288K 0.09%
+88,595
63
$279K 0.09%
1,527
+27
64
$277K 0.09%
+2,100
65
$276K 0.09%
19,712
-1,163
66
$275K 0.09%
10,860
67
$274K 0.09%
+4,516
68
$273K 0.09%
3,466
+300
69
$262K 0.09%
3,621
+21
70
$260K 0.08%
1,648
+10
71
$260K 0.08%
4,560
72
$242K 0.08%
+460
73
$242K 0.08%
3,150
-1,640
74
$239K 0.08%
858
+9
75
$237K 0.08%
2,428
+14