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
$161M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.31M
3
+$476K
4
AMZN icon
Amazon
AMZN
+$447K
5
WLK icon
Westlake Corp
WLK
+$412K

Top Sells

1
+$1.81M
2
+$1.14M
3
+$555K
4
STLD icon
Steel Dynamics
STLD
+$405K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$284K

Sector Composition

1 Technology 22.88%
2 Healthcare 11.2%
3 Financials 9.65%
4 Industrials 8.91%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$988K 0.61%
17,207
-127
52
$940K 0.58%
4,530
+116
53
$940K 0.58%
38,516
+6,612
54
$887K 0.55%
21,742
+292
55
$786K 0.49%
14,855
-158
56
$775K 0.48%
3,184
+18
57
$767K 0.48%
12,245
-174
58
$714K 0.44%
8,184
-12
59
$677K 0.42%
1,631
+1
60
$662K 0.41%
5,302
-129
61
$647K 0.4%
5,919
-83
62
$641K 0.4%
3,634
+26
63
$626K 0.39%
8,352
-138
64
$622K 0.39%
5,593
+12
65
$579K 0.36%
9,518
-110
66
$509K 0.32%
9,175
+27
67
$508K 0.32%
5,321
-86
68
$491K 0.3%
8,653
+85
69
$478K 0.3%
2,542
+14
70
$467K 0.29%
5,977
-45
71
$465K 0.29%
16,589
+224
72
$461K 0.29%
7,184
-143
73
$446K 0.28%
13,072
-160
74
$424K 0.26%
14,415
+25
75
$417K 0.26%
2,741
-30
1 2
3
4 5