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
176
$37K 0.03%
258
177
$36K 0.03%
573
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$36K 0.03%
603
+7
179
$35K 0.03%
706
180
$34K 0.03%
912
181
$34K 0.03%
700
182
$34K 0.03%
420
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$32K 0.03%
295
+207
184
$32K 0.03%
583
-400
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$31K 0.03%
89
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$30K 0.03%
224
187
$29K 0.03%
423
188
$29K 0.03%
408
189
$28K 0.02%
950
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$28K 0.02%
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$27K 0.02%
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$27K 0.02%
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$27K 0.02%
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$27K 0.02%
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$26K 0.02%
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$25K 0.02%
150
199
$25K 0.02%
341
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200
$25K 0.02%
530
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8
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