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
76
$420K 0.22%
4,582
+25
77
$419K 0.22%
4,574
78
$418K 0.22%
4,515
-18
79
$409K 0.22%
3,158
-22
80
$406K 0.22%
+6,625
81
$406K 0.22%
10,985
-40
82
$406K 0.22%
3,873
+42
83
$391K 0.21%
4,438
-1,290
84
$377K 0.2%
8,260
+3,407
85
$360K 0.19%
1,150
86
$359K 0.19%
+4,243
87
$357K 0.19%
9,985
-5,265
88
$330K 0.18%
1,889
89
$329K 0.18%
1,781
-220
90
$327K 0.18%
3,799
91
$325K 0.17%
4,160
-27
92
$324K 0.17%
3,921
+315
93
$324K 0.17%
+10,100
94
$321K 0.17%
1,937
+10
95
$320K 0.17%
5,699
-925
96
$318K 0.17%
2,914
+7
97
$312K 0.17%
9,317
+216
98
$306K 0.16%
+3,052
99
$298K 0.16%
4,146
-40
100
$289K 0.15%
1,654
2 3
4
5 6