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
$163M
AUM Growth
-$8.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.27M
3
+$904K
4
AAPL icon
Apple
AAPL
+$687K
5
CVLT icon
Commault Systems
CVLT
+$539K

Top Sells

1
+$2.14M
2
+$1.13M
3
+$793K
4
CSL icon
Carlisle Companies
CSL
+$781K
5
TREX icon
Trex
TREX
+$324K

Sector Composition

1 Technology 23.63%
2 Healthcare 11.86%
3 Financials 11.33%
4 Industrials 9.33%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 1.19%
36,110
+480
27
$1.93M 1.19%
28,275
+1,520
28
$1.92M 1.18%
18,624
+362
29
$1.87M 1.15%
4,794
+130
30
$1.85M 1.14%
13,569
-1,065
31
$1.77M 1.09%
36,389
+5,211
32
$1.7M 1.05%
13,458
+383
33
$1.65M 1.01%
35,269
+1,378
34
$1.61M 0.99%
4,488
-207
35
$1.58M 0.97%
13,901
+678
36
$1.58M 0.97%
12,692
+536
37
$1.54M 0.95%
6,926
+72
38
$1.53M 0.94%
30,131
+580
39
$1.48M 0.91%
14,227
+2,234
40
$1.43M 0.87%
8,043
-711
41
$1.38M 0.85%
4,624
+11
42
$1.38M 0.85%
19,052
+935
43
$1.33M 0.82%
16,217
-567
44
$1.31M 0.8%
5,285
-63
45
$1.27M 0.78%
+16,566
46
$1.21M 0.74%
10,992
+552
47
$1.19M 0.73%
9,949
+1,676
48
$1.12M 0.69%
5,307
+209
49
$1.09M 0.67%
5,284
+268
50
$1.07M 0.66%
20,623
+972
1
2
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