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

Top Buys

1 +$675K
2 +$209K
3 +$27.5K
4
JNJ icon
Johnson & Johnson
JNJ
+$7.27K
5
RTX icon
RTX Corp
RTX
+$6.36K

Top Sells

1 +$1M
2 +$461K
3 +$441K
4
AAPL icon
Apple
AAPL
+$384K
5
USB icon
US Bancorp
USB
+$270K

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