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
$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
126
$61K 0.05%
1,764
127
$60K 0.05%
1,394
128
$60K 0.05%
589
-45
129
$59K 0.05%
1,308
130
$58K 0.05%
403
+50
131
$58K 0.05%
1,524
132
$57K 0.05%
2,947
133
$57K 0.05%
850
134
$55K 0.05%
1,260
135
$55K 0.05%
845
136
$55K 0.05%
868
137
$55K 0.05%
+4,000
138
$54K 0.05%
378
139
$53K 0.05%
300
140
$53K 0.05%
320
141
$53K 0.05%
550
142
$53K 0.05%
703
143
$53K 0.05%
778
-41
144
$52K 0.04%
637
-753
145
$52K 0.04%
800
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146
$52K 0.04%
500
147
$51K 0.04%
600
148
$50K 0.04%
2,215
-445
149
$49K 0.04%
3,891
+8
150
$49K 0.04%
250
4 5
6
7 8