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
76
$416K 0.21%
3,132
+46
77
$410K 0.21%
2,142
+35
78
$400K 0.2%
4,612
+125
79
$391K 0.2%
3,628
+20
80
$372K 0.19%
12,539
+347
81
$364K 0.18%
3,809
+10
82
$359K 0.18%
1,518
+12
83
$358K 0.18%
3,839
+78
84
$355K 0.18%
10,529
+358
85
$354K 0.18%
1,942
+5
86
$351K 0.18%
+5,523
87
$348K 0.18%
1,791
+10
88
$339K 0.17%
1,894
+5
89
$336K 0.17%
9,091
+250
90
$334K 0.17%
4,784
-915
91
$329K 0.17%
6,650
+321
92
$329K 0.17%
2,523
+119
93
$312K 0.16%
3,355
+15
94
$310K 0.16%
3,136
+10
95
$306K 0.15%
835
+5
96
$306K 0.15%
7,930
+364
97
$305K 0.15%
1,020
+5
98
$300K 0.15%
5,580
+430
99
$299K 0.15%
9,548
+489
100
$293K 0.15%
1,663
+5
1 2 3
4
5