LC
Landaas & Company Portfolio holdings
AUM
$419M
1-Year Return
12.11%
This Quarter Return
+2.38%
1 Year Return
+12.11%
3 Year Return
+50.2%
5 Year Return
+85.89%
10 Year Return
–
AUM
$125M
AUM Growth
+$25.9M
(+26%)
Cap. Flow
+$23.6M
Cap. Flow
% of AUM
18.84%
Top 10 Holdings %
Top 10 Hldgs %
73.88%
Holding
354
New
302
Increased
19
Reduced
17
Closed
–
Top Buys
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$10.2M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$298K |
| 3 |
Amazon
AMZN
|
+$224K |
| 4 |
WisdomTree US MidCap Fund
EZM
|
+$204K |
| 5 |
Nike
NKE
|
+$203K |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$352K |
| 2 |
ALPS REIT Dividend Dogs ETF
RDOG
|
+$187K |
| 3 |
US Bancorp
USB
|
+$48.2K |
| 4 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
+$42.4K |
| 5 |
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% |
