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
51
$1.15M 0.58%
4,409
+5
52
$1.11M 0.56%
9,374
+144
53
$1.08M 0.54%
7,028
+164
54
$1.05M 0.53%
26,730
+422
55
$951K 0.48%
2,892
+67
56
$893K 0.45%
4,605
+55
57
$676K 0.34%
2,026
+32
58
$639K 0.32%
11,298
+324
59
$639K 0.32%
4,124
+38
60
$622K 0.31%
1,383
+46
61
$606K 0.31%
5,006
+97
62
$602K 0.3%
7,270
+129
63
$563K 0.28%
2,521
+104
64
$559K 0.28%
3,168
+97
65
$554K 0.28%
4,459
+72
66
$537K 0.27%
1,089
+39
67
$518K 0.26%
10,985
+335
68
$508K 0.26%
1,105
+5
69
$472K 0.24%
4,584
+10
70
$457K 0.23%
+1,061
71
$454K 0.23%
3,941
+20
72
$446K 0.22%
6,663
+195
73
$435K 0.22%
4,376
-295
74
$425K 0.21%
16,611
+592
75
$417K 0.21%
2,773
+34
1 2
3
4 5