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
$129M
AUM Growth
+$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$2.41M
3
+$534K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$369K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$56.6K

Top Sells

1
+$183K
2
+$176K
3
+$175K
4
TXN icon
Texas Instruments
TXN
+$168K
5
WTW icon
Willis Towers Watson
WTW
+$167K

Sector Composition

1 Technology 5.54%
2 Healthcare 2.72%
3 Financials 1.81%
4 Consumer Staples 1.3%
5 Communication Services 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
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