LC
Landaas & Company Portfolio holdings
AUM
$419M
1-Year Return
12.11%
This Quarter Return
-3.85%
1 Year Return
+12.11%
3 Year Return
+50.2%
5 Year Return
+85.89%
10 Year Return
–
AUM
$188M
AUM Growth
+$0
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
82.55%
Holding
79
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.78% |
| 2 | Consumer Staples | 1.99% |
| 3 | Financials | 1.94% |
| 4 | Healthcare | 1.74% |
| 5 | Consumer Discretionary | 1.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Philip Morris
PM
$259B
| $203K | 0.11% |
2,136
| – | – |
|
77
AT&T
T
$211B
| $203K | 0.11% |
10,911
| – | – |
|
78
PNC Financial Services
PNC
$79.5B
| $202K | 0.11% |
1,009
| – | – |
|