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
51
$1.03M 0.55%
52,940
-75,340
52
$975K 0.52%
4,520
+1,640
53
$827K 0.44%
2,046
-7
54
$788K 0.42%
8,999
-81
55
$780K 0.42%
4,436
+23
56
$745K 0.4%
2,912
-20
57
$715K 0.38%
7,052
-31
58
$669K 0.36%
4,212
-44
59
$666K 0.36%
10,334
+70
60
$598K 0.32%
5,028
-40
61
$577K 0.31%
7,288
+75
62
$569K 0.3%
11,227
+448
63
$538K 0.29%
+1,373
64
$527K 0.28%
3,159
-13
65
$510K 0.27%
1,541
+44
66
$510K 0.27%
1,123
-8
67
$492K 0.26%
+2,490
68
$463K 0.25%
16,693
+7,787
69
$462K 0.25%
4,671
+195
70
$452K 0.24%
12,524
+106
71
$449K 0.24%
1,071
+374
72
$439K 0.23%
2,461
+29
73
$437K 0.23%
6,539
+1,772
74
$432K 0.23%
2,107
75
$432K 0.23%
2,826
+2
1 2
3
4 5