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
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$8.26M
3
+$7.62M
4
UNH icon
UnitedHealth
UNH
+$4.89M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.43%
2 Healthcare 11.91%
3 Financials 11.17%
4 Industrials 9.51%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$509K 0.3%
+2,763
77
$497K 0.29%
+8,136
78
$473K 0.28%
+13,940
79
$449K 0.26%
+3,476
80
$427K 0.25%
+2,513
81
$425K 0.25%
+4,976
82
$402K 0.23%
+5,214
83
$393K 0.23%
+2,911
84
$393K 0.23%
+2,761
85
$384K 0.22%
+1,584
86
$377K 0.22%
+2,087
87
$376K 0.22%
+4,544
88
$375K 0.22%
+6,609
89
$374K 0.22%
+6,217
90
$369K 0.22%
+8,041
91
$359K 0.21%
+1,827
92
$343K 0.2%
+2,941
93
$343K 0.2%
+7,034
94
$326K 0.19%
+5,353
95
$324K 0.19%
+2,397
96
$316K 0.18%
+1,794
97
$301K 0.18%
+5,025
98
$299K 0.17%
+2,152
99
$298K 0.17%
+3,595
100
$295K 0.17%
+5,564
2 3
4
5 6