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
$162M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$2.8M
3
+$1.01M
4
AAPL icon
Apple
AAPL
+$642K
5
LMT icon
Lockheed Martin
LMT
+$236K

Top Sells

1
+$353K
2
+$302K
3
+$298K
4
PYPL icon
PayPal
PYPL
+$287K
5
CSCO icon
Cisco
CSCO
+$280K

Sector Composition

1 Technology 6.67%
2 Healthcare 1.94%
3 Consumer Staples 1.85%
4 Financials 1.34%
5 Utilities 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-10,911
77
– –
-1,258
78
– –
-946
79
– –
-500
1 2 3
4