LA

Linden Advisors Portfolio holdings

AUM $15B
1-Year Est. Return 1.77%
This Quarter Est. Return
1 Year Est. Return
+1.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
-$5.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Sector Composition

1 Financials 11.97%
2 Technology 0.84%
3 Healthcare 0.74%
4 Industrials 0.65%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$12.1M 0.11%
1,217,177
-300,000
27
$11.8M 0.11%
1,210,005
+722,577
28
$11.8M 0.11%
1,200,000
29
$11.7M 0.11%
1,200,000
30
$10.7M 0.1%
1,064,765
31
$10.6M 0.1%
1,053,897
-946,103
32
$10.3M 0.09%
1,035,404
33
$10.3M 0.09%
1,037,965
-17,353
34
$10M 0.09%
+1,000,000
35
$10M 0.09%
1,000,000
36
$10M 0.09%
1,000,000
37
$9.98M 0.09%
1,000,000
38
$9.87M 0.09%
1,000,000
39
$9.84M 0.09%
1,000,000
-1,000,000
40
$9.81M 0.09%
987,396
41
$9.78M 0.09%
1,000,000
-700,000
42
$9.74M 0.09%
997,100
43
$9.71M 0.09%
970,289
44
$9.64M 0.09%
975,000
45
$9.61M 0.09%
974,793
46
$9.45M 0.09%
959,460
+472,064
47
$9.31M 0.09%
950,000
48
$9.23M 0.08%
941,966
49
$8.86M 0.08%
905,000
50
$8.67M 0.08%
873,092
-176,290