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
$125M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$298K
3
+$224K
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$204K
5
NKE icon
Nike
NKE
+$203K

Top Sells

1
+$352K
2
+$187K
3
+$48.2K
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$42.4K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$28.6K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.46%
3 Financials 3%
4 Consumer Staples 2.23%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$38K 0.03%
+1,706
177
$37K 0.03%
+577
178
$37K 0.03%
+1,711
179
$37K 0.03%
+3,061
180
$37K 0.03%
+2,194
181
$36K 0.03%
+187
182
$35K 0.03%
+1,550
183
$35K 0.03%
+668
184
$35K 0.03%
+775
185
$35K 0.03%
+496
186
$34K 0.03%
+573
187
$34K 0.03%
+603
188
$34K 0.03%
+727
189
$33K 0.03%
+912
190
$33K 0.03%
+850
191
$33K 0.03%
+624
192
$32K 0.03%
+89
193
$31K 0.02%
+400
194
$30K 0.02%
+423
195
$30K 0.02%
+395
196
$28K 0.02%
+700
197
$28K 0.02%
+224
198
$28K 0.02%
+1,192
199
$28K 0.02%
+535
200
$27K 0.02%
+2,160
6 7
8
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