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
126
$207K 0.12%
+2,010
127
$202K 0.12%
+5,863
128
$197K 0.12%
+20,000