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
$125M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$298K
3
+$224K
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$204K
5
NKE icon
Nike
NKE
+$203K

Top Sells

1
+$352K
2
+$187K
3
+$48.2K
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$42.4K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$28.6K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.46%
3 Financials 3%
4 Consumer Staples 2.23%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$147K 0.12%
+928
77
$143K 0.11%
+5,243
78
$137K 0.11%
+2,411
79
$135K 0.11%
+1,624
80
$133K 0.11%
+7,502
81
$133K 0.11%
+942
82
$131K 0.1%
+2,373
83
$130K 0.1%
+957
84
$122K 0.1%
+1,031
85
$119K 0.1%
+2,512
86
$117K 0.09%
+1,400
87
$117K 0.09%
+2,115
88
$116K 0.09%
+3,823
89
$113K 0.09%
+5,200
90
$110K 0.09%
+1,389
91
$108K 0.09%
+880
92
$106K 0.08%
+1,313
93
$102K 0.08%
+1,315
94
$101K 0.08%
+1,588
95
$100K 0.08%
+3,523
96
$99K 0.08%
+1,211
97
$98K 0.08%
+1,811
98
$98K 0.08%
+2,331
99
$97K 0.08%
+465
100
$93K 0.07%
+672
2 3
4
5 6