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
76
$492K 0.3%
2,930
+167
77
$488K 0.3%
14,790
+850
78
$444K 0.27%
2,712
+148
79
$406K 0.25%
3,684
+208
80
$400K 0.25%
8,772
+636
81
$395K 0.24%
4,501
-475
82
$391K 0.24%
3,621
+680
83
$381K 0.23%
2,906
+145
84
$379K 0.23%
7,345
+311
85
$354K 0.22%
7,036
+427
86
$350K 0.21%
4,784
+240
87
$348K 0.21%
6,605
+388
88
$348K 0.21%
3,092
+181
89
$346K 0.21%
5,740
+387
90
$336K 0.21%
5,517
+303
91
$330K 0.2%
10,324
+620
92
$321K 0.2%
2,477
+390
93
$316K 0.19%
2,219
+425
94
$310K 0.19%
8,554
+513
95
$293K 0.18%
6,392
+437
96
$291K 0.18%
4,653
+217
97
$284K 0.17%
5,160
+306
98
$280K 0.17%
1,932
+105
99
$267K 0.16%
1,654
+70
100
$261K 0.16%
4,052
-835
2 3
4
5 6