LC
Landaas & Company Portfolio holdings
AUM
$419M
1-Year Return
12.11%
This Quarter Return
+0.92%
1 Year Return
+12.11%
3 Year Return
+50.2%
5 Year Return
+85.89%
10 Year Return
–
AUM
$361M
AUM Growth
+$2.01M
(+0.56%)
Cap. Flow
-$919K
Cap. Flow
% of AUM
-0.25%
Top 10 Holdings %
Top 10 Hldgs %
88.39%
Holding
97
New
8
Increased
29
Reduced
18
Closed
8
Top Buys
Top Sells
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$9.28M |
| 2 |
Tesla
TSLA
|
$2.1M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$552K |
| 4 |
Fidelity Value Factor ETF
FVAL
|
$276K |
| 5 |
Parsons
PSN
|
$251K |
Sector Composition
| 1 | Technology | 4.8% |
| 2 | Consumer Discretionary | 1.27% |
| 3 | Consumer Staples | 0.97% |
| 4 | Financials | 0.82% |
| 5 | Healthcare | 0.69% |
