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
$362M
AUM Growth
+$537K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.94M
3
+$1.65M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$931K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$894K

Top Sells

1
+$505K
2
+$225K
3
+$208K
4
HD icon
Home Depot
HD
+$205K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$201K

Sector Composition

1 Technology 4.35%
2 Consumer Discretionary 1.13%
3 Consumer Staples 1.03%
4 Financials 0.87%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$393K 0.11%
+16,054
52
$387K 0.11%
3,782
+8
53
$387K 0.11%
5,455
54
$386K 0.11%
5,169
55
$386K 0.11%
828
56
$357K 0.1%
3,595
+207
57
$355K 0.1%
1,014
+10
58
$343K 0.09%
1,100
59
$342K 0.09%
4,432
-484
60
$342K 0.09%
653
61
$341K 0.09%
5,206
62
$337K 0.09%
+11,906
63
$329K 0.09%
1,323
+3
64
$329K 0.09%
3,264
65
$328K 0.09%
3,533
+367
66
$320K 0.09%
2,414
67
$311K 0.09%
377
68
$310K 0.09%
7,331
+36
69
$310K 0.09%
3,537
+2
70
$309K 0.09%
1,975
+265
71
$306K 0.08%
1,843
72
$303K 0.08%
6,060
73
$302K 0.08%
1,901
+25
74
$302K 0.08%
+3,154
75
$292K 0.08%
25,987
1 2
3
4