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

Top Buys

1 +$2.46M
2 +$212K
3 +$208K
4
PSA icon
Public Storage
PSA
+$206K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$110K

Top Sells

1 +$816K
2 +$300K
3 +$111K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$77.2K
5
HD icon
Home Depot
HD
+$74.3K

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