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
$328M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$5.26M
3
+$3.83M
4
NVDA icon
NVIDIA
NVDA
+$799K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$575K

Top Sells

1
+$635K
2
+$545K
3
+$327K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$274K
5
SCHW icon
Charles Schwab
SCHW
+$262K

Sector Composition

1 Technology 4.76%
2 Consumer Discretionary 1.45%
3 Consumer Staples 0.98%
4 Healthcare 0.83%
5 Financials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$351K 0.11%
5,206
+6
52
$342K 0.1%
671
53
$341K 0.1%
377
54
$335K 0.1%
28,987
55
$321K 0.1%
3,090
+6
56
$320K 0.1%
3,061
57
$314K 0.1%
3,388
58
$312K 0.1%
1,948
-32
59
$310K 0.09%
1,882
-60
60
$292K 0.09%
+6,060
61
$289K 0.09%
1,576
+187
62
$281K 0.09%
1,924
+101
63
$268K 0.08%
10,860
64
$264K 0.08%
1,004
+146
65
$263K 0.08%
4,560
66
$263K 0.08%
1,519
+4
67
$263K 0.08%
19,712
68
$258K 0.08%
1,648
69
$258K 0.08%
3,806
+332
70
$254K 0.08%
2,620
71
$244K 0.07%
2,428
72
$237K 0.07%
3,166
-300
73
$237K 0.07%
1,918
-595
74
$223K 0.07%
7,195
-600
75
$223K 0.07%
3,150
1 2
3
4