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
76
$414K 0.26%
6,426
-585
77
$413K 0.26%
4,995
-3
78
$412K 0.26%
+3,552
79
$400K 0.25%
5,556
-11
80
$395K 0.25%
4,899
-45
81
$390K 0.24%
11,145
+1,428
82
$389K 0.24%
6,521
+117
83
$386K 0.24%
4,034
+1,396
84
$385K 0.24%
4,661
-5
85
$375K 0.23%
5,201
+23
86
$374K 0.23%
3,751
-5
87
$366K 0.23%
2,299
-15
88
$329K 0.2%
6,899
+42
89
$317K 0.2%
3,981
+43
90
$316K 0.2%
6,389
+29
91
$313K 0.19%
5,447
+30
92
$311K 0.19%
8,937
-180
93
$294K 0.18%
7,369
+31
94
$289K 0.18%
+4,004
95
$289K 0.18%
2,047
+40
96
$279K 0.17%
1,626
97
$269K 0.17%
6,743
-9
98
$268K 0.17%
3,005
-52
99
$266K 0.17%
6,337
+9
100
$256K 0.16%
2,108
-925
1 2 3
4
5