LA
Lindenwold Advisors Portfolio holdings
AUM $193M
1-Year Return
11.7%
This Quarter Return
-0.79%
1 Year Return
+11.7%
3 Year Return
+56.7%
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
-$7.7M
(-4.1%)
Cap. Flow
-$4.19M
Cap. Flow
% of AUM
-2.33%
Top 10 Holdings %
Top 10 Hldgs %
40.95%
Holding
122
New
11
Increased
18
Reduced
78
Closed
14
Top Buys
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
+$4.2M |
| 2 |
Visa
V
|
+$1.53M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$1.07M |
| 4 |
Dimensional US Small Cap Value ETF
DFSV
|
+$719K |
| 5 |
Old Republic International
ORI
|
+$595K |
Top Sells
| 1 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$4.25M |
| 2 |
Tesla
TSLA
|
+$1.63M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.38M |
| 4 |
NVIDIA
NVDA
|
+$1.08M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$1.03M |
Sector Composition
| 1 | Technology | 18% |
| 2 | Financials | 10.55% |
| 3 | Industrials | 8.41% |
| 4 | Consumer Discretionary | 7.59% |
| 5 | Healthcare | 7.32% |
