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
51
$1.06M 0.65%
3,494
+180
52
$987K 0.61%
15,962
+810
53
$929K 0.57%
8,031
+183
54
$904K 0.56%
+15,292
55
$819K 0.5%
1,814
56
$803K 0.49%
10,158
+739
57
$777K 0.48%
1,790
+89
58
$750K 0.46%
13,235
-680
59
$744K 0.46%
9,136
+412
60
$716K 0.44%
9,874
+404
61
$704K 0.43%
13,302
+611
62
$670K 0.41%
2,007
+114
63
$660K 0.41%
3,590
+180
64
$650K 0.4%
5,478
+337
65
$609K 0.37%
5,214
+304
66
$607K 0.37%
4,041
+219
67
$584K 0.36%
6,036
+274
68
$552K 0.34%
6,454
+368
69
$547K 0.34%
2,791
+161
70
$539K 0.33%
+8,123
71
$530K 0.33%
5,765
+285
72
$529K 0.32%
6,238
+462
73
$527K 0.32%
+19,685
74
$508K 0.31%
17,402
+1,040
75
$506K 0.31%
+6,961
1 2
3
4 5