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
$125M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$298K
3
+$224K
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$204K
5
NKE icon
Nike
NKE
+$203K

Top Sells

1
+$352K
2
+$187K
3
+$48.2K
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$42.4K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$28.6K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.46%
3 Financials 3%
4 Consumer Staples 2.23%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$93K 0.07%
+1,650
102
$91K 0.07%
+312
103
$84K 0.07%
+986
104
$83K 0.07%
+2,516
105
$82K 0.07%
+1,181
106
$81K 0.06%
+585
107
$80K 0.06%
+1,236
108
$79K 0.06%
+966
109
$78K 0.06%
+255
110
$77K 0.06%
+3,354
111
$75K 0.06%
+2,619
112
$74K 0.06%
+700
113
$74K 0.06%
+700
114
$73K 0.06%
+311
115
$72K 0.06%
+500
116
$71K 0.06%
+525
117
$71K 0.06%
+503
118
$71K 0.06%
+825
119
$69K 0.06%
+1,315
120
$69K 0.06%
+1,000
121
$67K 0.05%
+431
122
$66K 0.05%
+1,467
123
$66K 0.05%
+1,252
124
$65K 0.05%
+1,586
125
$64K 0.05%
+860
3 4
5
6 7