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
$8.21B
AUM Growth
+$2.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 2.08%
2 Financials 1.07%
3 Consumer Discretionary 1.01%
4 Technology 0.84%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$3.02M 0.04%
+300,000
102
$2.92M 0.04%
1,114,212
+402,212
103
$2.76M 0.03%
1,718,024
+300,000
104
$2.75M 0.03%
275,000
105
$2.68M 0.03%
197,600
106
$2.66M 0.03%
1,972,169
+169,912
107
$2.66M 0.03%
+1,274,313
108
$2.63M 0.03%
22,306
+2,306
109
$2.62M 0.03%
806,297
110
$2.6M 0.03%
13,245
-55,000
111
$2.6M 0.03%
+200,000
112
$2.6M 0.03%
821,858
+476,184
113
$2.52M 0.03%
27,303
+20,405
114
$2.52M 0.03%
+250,000
115
$2.51M 0.03%
250,000
116
$2.5M 0.03%
1,075,000
117
$2.23M 0.03%
+899,998
118
$2.2M 0.03%
896
119
$2.18M 0.03%
2,024,605
+1,388,286
120
$2.11M 0.03%
203,222
-13,478
121
$2.1M 0.03%
204,894
122
$1.97M 0.02%
193,329
123
$1.92M 0.02%
188,919
124
$1.91M 0.02%
36,599
125
$1.89M 0.02%
1,123,347