LA
Lindenwold Advisors Portfolio holdings
AUM
$193M
This Quarter Return
+7.52%
1 Year Return
+11.7%
3 Year Return
+56.7%
5 Year Return
–
10 Year Return
–
AUM
$161M
AUM Growth
+$161M
(+8.1%)
Cap. Flow
+$3.98M
Cap. Flow
% of AUM
2.46%
Top 10 Holdings %
Top 10 Hldgs %
34.87%
Holding
120
New
6
Increased
77
Reduced
29
Closed
7
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$1.63M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$1.31M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$476K |
| 4 |
Amazon
AMZN
|
$447K |
| 5 |
Westlake Corp
WLK
|
$412K |
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
$1.81M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$1.14M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$555K |
| 4 |
Steel Dynamics
STLD
|
$405K |
| 5 |
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% |
