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
$205M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$3.44M
3
+$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$832K
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$763K

Top Sells

1
+$303K
2
+$212K
3
+$208K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$156K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$58.8K

Sector Composition

1 Technology 5.4%
2 Consumer Discretionary 2.64%
3 Consumer Staples 1.34%
4 Healthcare 1.23%
5 Financials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$107K 0.05%
+11,516
77
– –
-928
78
– –
-1,507
79
– –
-5,008
1 2 3
4