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
$187M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.46M
3
+$2.06M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.66M
5
TMUS icon
T-Mobile US
TMUS
+$1.23M

Top Sells

1
+$4.79M
2
+$2.93M
3
+$1.49M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.47M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$933K

Sector Composition

1 Technology 19.44%
2 Consumer Discretionary 8.75%
3 Financials 8.74%
4 Healthcare 8.19%
5 Industrials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.27%
34,004
+430
27
$2.33M 1.25%
2,797
-22
28
$2.29M 1.22%
10,239
-166
29
$2.24M 1.2%
5,833
-33
30
$2.22M 1.19%
12,680
-130
31
$2.2M 1.18%
22,640
-9,050
32
$2.14M 1.15%
7,600
+2,983
33
$2.07M 1.11%
4,099
+1,032
34
$2.03M 1.08%
16,673
-214
35
$1.88M 1.01%
2,695
-346
36
$1.87M 1%
77,658
+1,958
37
$1.87M 1%
14,173
-205
38
$1.69M 0.9%
33,810
-104
39
$1.66M 0.89%
9,368
+1,599
40
$1.59M 0.85%
11,982
-168
41
$1.51M 0.81%
5,397
-177
42
$1.49M 0.8%
3,283
+30
43
$1.37M 0.73%
4,619
-44
44
$1.33M 0.71%
30,665
+860
45
$1.32M 0.71%
10,361
-52
46
$1.32M 0.7%
29,486
+1,858
47
$1.26M 0.67%
4,349
+108
48
$1.26M 0.67%
25,121
+17,447
49
$1.23M 0.66%
+7,548
50
$1.1M 0.59%
2,544
-2
1
2
3 4 5