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
$174M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$691K
2 +$204K
3 +$28.9K
4
JNJ icon
Johnson & Johnson
JNJ
+$7.68K
5
AMGN icon
Amgen
AMGN
+$6.45K

Top Sells

1 +$1.03M
2 +$475K
3 +$423K
4
AAPL icon
Apple
AAPL
+$399K
5
USB icon
US Bancorp
USB
+$258K

Sector Composition

1 Technology 7.37%
2 Consumer Staples 1.89%
3 Healthcare 1.6%
4 Financials 1.57%
5 Communication Services 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-560
77
-942