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
101
$292K 0.17%
+8,897
102
$288K 0.17%
+5,955
103
$288K 0.17%
+9,704
104
$281K 0.16%
+4,341
105
$280K 0.16%
+853
106
$276K 0.16%
+3,574
107
$274K 0.16%
+2,605
108
$269K 0.16%
+4,887
109
$264K 0.15%
+3,434
110
$260K 0.15%
+5,726
111
$258K 0.15%
+4,854
112
$257K 0.15%
+4,436
113
$251K 0.15%
+1,488
114
$249K 0.15%
+5,840
115
$249K 0.15%
+8,308
116
$243K 0.14%
+2,346
117
$242K 0.14%
+1,576
118
$239K 0.14%
+7,103
119
$238K 0.14%
+899
120
$235K 0.14%
+1,165
121
$227K 0.13%
+3,636
122
$225K 0.13%
+2,623
123
$224K 0.13%
+7,624
124
$220K 0.13%
+1,404
125
$220K 0.13%
+5,226
2 3 4
5
6