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
176
$585K 0.01%
1,299,074
177
$570K 0.01%
387,499
178
$564K 0.01%
+125,000
179
$550K 0.01%
54,600
-649,999
180
$537K 0.01%
463,000
+45,000
181
$502K 0.01%
50,100
182
$476K 0.01%
+100,000
183
$443K 0.01%
524,999
184
$419K 0.01%
+40,000
185
$397K ﹤0.01%
686,260
186
$385K ﹤0.01%
1,334,333
187
$385K ﹤0.01%
349,999
188
$333K ﹤0.01%
550,000
189
$331K ﹤0.01%
537,499
190
$321K ﹤0.01%
600,000
191
$316K ﹤0.01%
90,164
192
$302K ﹤0.01%
993,511
193
$297K ﹤0.01%
312,498
194
$294K ﹤0.01%
354,200
195
$293K ﹤0.01%
174,999
196
$292K ﹤0.01%
+1,022,379
197
$291K ﹤0.01%
169,119
198
$271K ﹤0.01%
9,668
-806
199
$248K ﹤0.01%
25,000
200
$240K ﹤0.01%
514,992