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
$179M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$207K
3 +$205K
4
PSA icon
Public Storage
PSA
+$192K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$107K

Top Sells

1 +$817K
2 +$300K
3 +$110K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$77K
5
HD icon
Home Depot
HD
+$74.1K

Sector Composition

1 Technology 7.7%
2 Financials 1.95%
3 Consumer Staples 1.74%
4 Healthcare 1.59%
5 Communication Services 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$206K 0.12%
+686
77
-5,546