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
$328M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$5.26M
3
+$3.83M
4
NVDA icon
NVIDIA
NVDA
+$799K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$575K

Top Sells

1
+$635K
2
+$545K
3
+$327K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$274K
5
SCHW icon
Charles Schwab
SCHW
+$262K

Sector Composition

1 Technology 4.76%
2 Consumer Discretionary 1.45%
3 Consumer Staples 0.98%
4 Healthcare 0.83%
5 Financials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.07%
910
77
$213K 0.06%
942
78
$213K 0.06%
77,595
-11,000
79
$210K 0.06%
450
80
$207K 0.06%
+2,043
81
$202K 0.06%
457
82
$202K 0.06%
4,888
-610
83
$201K 0.06%
1,100
-427
84
– –
-2,326
85
– –
-2,100
86
– –
-5,263
87
– –
-4,516
88
– –
-460
89
– –
-842
90
– –
-3,621
1 2 3
4