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
$116M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$289K
2
+$245K
3
+$169K
4
TEX icon
Terex
TEX
+$145K
5
KMI icon
Kinder Morgan
KMI
+$134K

Top Sells

1
+$1.34M
2
+$751K
3
+$325K
4
ABT icon
Abbott
ABT
+$251K
5
IBM icon
IBM
IBM
+$227K

Sector Composition

1 Technology 5.18%
2 Healthcare 3.76%
3 Financials 3.54%
4 Consumer Staples 2.62%
5 Industrials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$144K 0.12%
1,232
77
$144K 0.12%
928
78
$143K 0.12%
686
79
$136K 0.12%
7,502
+7,367
80
$132K 0.11%
2,512
81
$131K 0.11%
2,240
82
$126K 0.11%
942
83
$124K 0.11%
1,495
+33
84
$120K 0.1%
1,624
85
$117K 0.1%
1,389
+333
86
$115K 0.1%
927
87
$114K 0.1%
5,200
88
$109K 0.09%
800
89
$108K 0.09%
1,400
90
$107K 0.09%
4,208
+2,091
91
$106K 0.09%
1,650
92
$104K 0.09%
988
93
$101K 0.09%
1,588
94
$99K 0.09%
312
95
$99K 0.09%
1,321
+6
96
$98K 0.08%
1,811
97
$98K 0.08%
585
+101
98
$98K 0.08%
811
+1
99
$97K 0.08%
3,523
+1,523
100
$96K 0.08%
515
2 3
4
5 6