LC
Landaas & Company Portfolio holdings
AUM
$440M
1-Year Est. Return
12.87%
1 Year Est. Return
+12.87%
AUM
$440M
AUM Growth
+$21.4M
(+5.1%)
Holding
130
Top Buys
| 1 | +$8.43M | |
| 2 | +$6.45M | |
| 3 | +$907K | |
| 4 |
T. Rowe Price Equity Income ETF
TEQI
|
+$358K |
| 5 |
CGIC
Capital Group International Core Equity ETF
CGIC
|
+$352K |
Top Sells
| 1 | +$12.8M | |
| 2 | +$4.75M | |
| 3 | +$2.53M | |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$1.72M |
| 5 |
Tesla
TSLA
|
+$1.65M |
Sector Composition
| 1 | Technology | 4.68% |
| 2 | Financials | 1.05% |
| 3 | Consumer Discretionary | 1.05% |
| 4 | Consumer Staples | 0.89% |
| 5 | Healthcare | 0.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
ASML
ASML
$527B
| – | – |
-464
|
|
||
127
Thomson Reuters
TRI
$55.2B
| – | – |
-1,417
|
|
||
128
ARK 21Shares Bitcoin ETF
ARKB
$1.53B
| – | – |
-8,987
|
|
||
129
Republic Services
RSG
$65.3B
| – | – |
-850
|
|
||
130
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.3B
| – | – |
-4,160
|
|