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
$116M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1 +$289K
2 +$245K
3 +$169K
4
TEX icon
Terex
TEX
+$145K
5
KMI icon
Kinder Morgan
KMI
+$134K

Top Sells

1 +$1.34M
2 +$751K
3 +$325K
4
ABT icon
Abbott
ABT
+$251K
5
IBM icon
IBM
IBM
+$227K

Sector Composition

1 Technology 5.18%
2 Healthcare 3.76%
3 Financials 3.54%
4 Consumer Staples 2.62%
5 Industrials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$92K 0.08%
2,288
102
$91K 0.08%
986
-94
103
$90K 0.08%
3,342
104
$88K 0.08%
1,597
-135
105
$86K 0.07%
3,045
+662
106
$86K 0.07%
583
+196
107
$86K 0.07%
2,619
108
$83K 0.07%
700
109
$83K 0.07%
966
110
$83K 0.07%
1,236
111
$78K 0.07%
525
112
$78K 0.07%
255
113
$73K 0.06%
1,315
114
$71K 0.06%
1,489
115
$69K 0.06%
941
116
$68K 0.06%
860
-1,437
117
$68K 0.06%
1,252
118
$67K 0.06%
+503
119
$67K 0.06%
700
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120
$67K 0.06%
825
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121
$66K 0.06%
630
122
$65K 0.06%
311
123
$64K 0.06%
1,000
124
$63K 0.05%
745
125
$62K 0.05%
806
-500