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
$199M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$949K
3
+$827K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$485K
5
EME icon
Emcor
EME
+$457K

Top Sells

1
+$1.2M
2
+$1.04M
3
+$786K
4
CSCO icon
Cisco
CSCO
+$595K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$501K

Sector Composition

1 Technology 19.56%
2 Industrials 8.94%
3 Consumer Discretionary 8.36%
4 Financials 8.2%
5 Healthcare 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 1.16%
15,651
+238
27
$2.28M 1.15%
7,885
+3,277
28
$2.27M 1.14%
10,266
+59
29
$2.2M 1.11%
16,713
+114
30
$2.16M 1.09%
12,687
+86
31
$2.15M 1.08%
4,144
+12
32
$2.05M 1.03%
2,651
-21
33
$1.95M 0.98%
3,338
+31
34
$1.88M 0.95%
4,826
+82
35
$1.83M 0.92%
5,177
-3,408
36
$1.82M 0.92%
22,280
+30
37
$1.71M 0.86%
6,317
-3,831
38
$1.71M 0.86%
11,911
+17
39
$1.68M 0.85%
+19,235
40
$1.6M 0.81%
14,131
+54
41
$1.6M 0.8%
4,390
+34
42
$1.6M 0.8%
7,733
+88
43
$1.48M 0.75%
9,511
+137
44
$1.47M 0.74%
5,363
+25
45
$1.38M 0.7%
56,550
-20,476
46
$1.34M 0.68%
10,926
+63
47
$1.29M 0.65%
30,908
+522
48
$1.24M 0.63%
2,530
+49
49
$1.21M 0.61%
22,643
-11,185
50
$1.16M 0.58%
10,472
+360
1
2
3 4 5