LA
Lindenwold Advisors Portfolio holdings
AUM
$193M
This Quarter Return
+6.07%
1 Year Return
+11.7%
3 Year Return
+56.7%
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$163M
(+1.1%)
Cap. Flow
-$7.29M
Cap. Flow
% of AUM
-4.47%
Top 10 Holdings %
Top 10 Hldgs %
39.17%
Holding
121
New
8
Increased
9
Reduced
93
Closed
9
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$4.06M |
| 2 |
Ulta Beauty
ULTA
|
$1.93M |
| 3 |
iShares MBS ETF
MBB
|
$1.3M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$1.26M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.14M |
Top Sells
| 1 |
American Water Works
AWK
|
$2.02M |
| 2 |
Apple
AAPL
|
$1.25M |
| 3 |
Microsoft
MSFT
|
$1.1M |
| 4 |
Cadence Design Systems
CDNS
|
$725K |
| 5 |
UnitedHealth
UNH
|
$659K |
Sector Composition
| 1 | Technology | 22.2% |
| 2 | Healthcare | 9.84% |
| 3 | Financials | 8.38% |
| 4 | Industrials | 8.23% |
| 5 | Consumer Discretionary | 8.22% |
