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
$270M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$7.12M
3
+$3.02M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$490K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$363K

Top Sells

1
+$1.41M
2
+$360K
3
+$317K
4
LNT icon
Alliant Energy
LNT
+$229K
5
PFE icon
Pfizer
PFE
+$225K

Sector Composition

1 Technology 4.66%
2 Consumer Discretionary 1.71%
3 Healthcare 1.13%
4 Financials 1.11%
5 Consumer Staples 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.08%
1,890
-595
77
$204K 0.08%
+450
78
$203K 0.08%
+2,414
79
$153K 0.06%
10,203
-1,313
80
– –
-4,006
81
– –
-4,862
82
– –
-6,786
1 2 3
4