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
151
$48K 0.04%
1,266
152
$47K 0.04%
1,250
153
$47K 0.04%
950
154
$47K 0.04%
355
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155
$47K 0.04%
823
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156
$46K 0.04%
157
157
$46K 0.04%
1,363
158
$46K 0.04%
825
159
$45K 0.04%
400
160
$45K 0.04%
706
+1
161
$45K 0.04%
927
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162
$44K 0.04%
86
163
$42K 0.04%
600
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164
$41K 0.04%
1,340
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165
$41K 0.04%
1,629
166
$41K 0.04%
363
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167
$39K 0.03%
3,061
168
$39K 0.03%
1,706
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169
$38K 0.03%
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170
$38K 0.03%
732
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171
$38K 0.03%
533
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172
$38K 0.03%
3,606
173
$38K 0.03%
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174
$37K 0.03%
530
175
$37K 0.03%
395
5 6
7
8 9