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LA
Lindenwold Advisors Portfolio holdings
AUM
$212M
1-Year Est. Return
13.02%
This Fund
S&P 500
1 Year Est. Return
+13.02%
AUM
$193M
AUM Growth
+$12.9M
(+7.2%)
Holding
117
Top Buys
| 1 | +$1.97M | |
| 2 | +$1.31M | |
| 3 | +$1.14M | |
| 4 |
Adobe
ADBE
|
+$824K |
| 5 |
American Century Diversified Corporate Bond ETF
KORP
|
+$688K |
Top Sells
| 1 | +$1.86M | |
| 2 | +$1.74M | |
| 3 | +$661K | |
| 4 |
Chevron
CVX
|
+$562K |
| 5 |
SKX
Skechers
SKX
|
+$359K |
Sector Composition
| 1 | Technology | 19.99% |
| 2 | Financials | 9.91% |
| 3 | Industrials | 7.97% |
| 4 | Communication Services | 7.76% |
| 5 | Consumer Discretionary | 6.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Lantheus
LNTH
$6.84B
| $217K | 0.11% |
2,653
+100
|
|
||
102
Federal Signal
FSS
$6.87B
| $208K | 0.11% |
+1,950
|
|
||
|
TBIL
103
F/m US Treasury 3 Month Bill Fund
TBIL
$7.24B
| $207K | 0.11% |
4,149
|
|
||
104
Simpson Manufacturing
SSD
$8.04B
| $207K | 0.11% |
1,333
-30
|
|
||
105
SPS Commerce
SPSC
$2.02B
| $202K | 0.1% |
1,482
-35
|
|
||
|
CCC
106
CCC Intelligent Solutions
CCC
$2.76B
| $159K | 0.08% |
16,920
+2,780
|
|
||
107
Hillman Solutions
HLMN
$1.54B
| $73.4K | 0.04% |
10,275
-260
|
|
||
108
Clearwater Analytics
CWAN
$7.21B
| – | – |
-8,080
|
|
||
109
Aaon
AAON
$10.7B
| – | – |
-2,710
|
|
||
110
Arrow Electronics
ARW
$11.7B
| – | – |
-2,957
|
|
||
|
EFOR
111
Everforth Inc
EFOR
$862M
| – | – |
-3,640
|
|
||
112
Avery Dennison
AVY
$12.4B
| – | – |
-9,751
|
|
||
|
CSW
113
CSW Industrials
CSW
$4.49B
| – | – |
-695
|
|
||
|
HOLX
114
DELISTED
Hologic
HOLX
| – | – |
-30,187
|
|
||
115
LeMaitre Vascular
LMAT
$2.13B
| – | – |
-2,450
|
|
||
116
Neogen
NEOG
$2.03B
| – | – |
-10,573
|
|
||
|
SKX
117
DELISTED
Skechers
SKX
| – | – |
-6,328
|
|