LC

Landaas & Company Portfolio holdings

AUM $455M
1-Year Est. Return 14.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$419M
AUM Growth
+$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$6.85M
3
+$4.5M
4
TEQI icon
T. Rowe Price Equity Income ETF
TEQI
+$1.63M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$1.23M

Top Sells

1
+$3.81M
2
+$264K
3
+$217K
4
DVY icon
iShares Select Dividend ETF
DVY
+$154K
5
VUG icon
Vanguard Growth ETF
VUG
+$120K

Sector Composition

1 Technology 4.51%
2 Consumer Discretionary 1.18%
3 Financials 0.95%
4 Consumer Staples 0.93%
5 Healthcare 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$471K 0.11%
4,372
+10
52
$461K 0.11%
2,609
-342
53
$458K 0.11%
3,364
-434
54
$455K 0.11%
6,432
55
$453K 0.11%
1,268
-218
56
$437K 0.1%
998
-274
57
$421K 0.1%
5,169
58
$419K 0.1%
4,160
+896
59
$414K 0.1%
4,419
-74
60
$397K 0.09%
3,802
+207
61
$391K 0.09%
+4,650
62
$391K 0.09%
502
+125
63
$388K 0.09%
828
64
$381K 0.09%
11,906
65
$381K 0.09%
1,291
-32
66
$376K 0.09%
4,379
-53
67
$372K 0.09%
+464
68
$370K 0.09%
+1,010
69
$366K 0.09%
2,398
+555
70
$363K 0.09%
3,125
-657
71
$360K 0.09%
1,013
-1
72
$352K 0.08%
2,414
73
$350K 0.08%
1,975
74
$349K 0.08%
2,191
+400
75
$342K 0.08%
1,876
-25
1 2
3
4 5