LC

Landaas & Company Portfolio holdings

AUM $419M
1-Year Est. Return 12.11%
This Quarter Est. Return
1 Year Est. Return
+12.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$7.11M
2 +$2.98M
3 +$2.18M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.2M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.05M

Top Sells

1 +$268K
2 +$222K
3 +$213K
4
ABBV icon
AbbVie
ABBV
+$161K
5
LYFT icon
Lyft
LYFT
+$153K

Sector Composition

1 Technology 4.32%
2 Consumer Discretionary 1.65%
3 Financials 1.08%
4 Healthcare 1.02%
5 Consumer Staples 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$236K 0.08%
2,620
77
$232K 0.08%
942
78
$231K 0.08%
+5,498
79
$230K 0.07%
+5,263
80
$227K 0.07%
910
81
$227K 0.07%
2,326
82
$220K 0.07%
+457
83
$214K 0.07%
+842
84
$211K 0.07%
+1,389
85
$209K 0.07%
+3,474
86
$205K 0.07%
450
87
-2,426
88
-10,203
89
-1,960
90
-1,113