LA

Lindenwold Advisors Portfolio holdings

AUM $193M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$8.26M
3
+$7.62M
4
UNH icon
UnitedHealth
UNH
+$4.89M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.43%
2 Healthcare 11.91%
3 Financials 11.17%
4 Industrials 9.51%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.29%
+10,984
27
$2.14M 1.25%
+24,885
28
$1.94M 1.13%
+18,072
29
$1.92M 1.12%
+26,755
30
$1.91M 1.12%
+4,613
31
$1.82M 1.06%
+3,208
32
$1.8M 1.05%
+12,156
33
$1.75M 1.02%
+4,664
34
$1.73M 1.01%
+13,075
35
$1.71M 1%
+33,891
36
$1.66M 0.97%
+14,179
37
$1.65M 0.97%
+4,695
38
$1.62M 0.94%
+31,178
39
$1.53M 0.9%
+29,551
40
$1.5M 0.87%
+8,754
41
$1.48M 0.86%
+7,848
42
$1.43M 0.84%
+5,348
43
$1.36M 0.79%
+13,223
44
$1.35M 0.79%
+11,993
45
$1.29M 0.75%
+16,784
46
$1.27M 0.74%
+18,117
47
$1.22M 0.71%
+5,098
48
$1.21M 0.71%
+10,440
49
$1.16M 0.68%
+19,651
50
$1.13M 0.66%
+69,794
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