LA

Lindenwold Advisors Portfolio holdings

AUM $212M
1-Year Est. Return 13.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
-$8.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.19M
3
+$828K
4
AAPL icon
Apple
AAPL
+$661K
5
UVSP icon
Univest Financial
UVSP
+$578K

Top Sells

1
+$2.14M
2
+$1.13M
3
+$793K
4
CSL icon
Carlisle Companies
CSL
+$781K
5
TREX icon
Trex
TREX
+$324K

Sector Composition

1 Technology 23.63%
2 Healthcare 11.86%
3 Financials 11.33%
4 Industrials 9.33%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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