LA
Lindenwold Advisors Portfolio holdings
AUM
$193M
This Quarter Return
-5.71%
1 Year Return
+11.7%
3 Year Return
+56.7%
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$163M
(-4.9%)
Cap. Flow
+$3.99M
Cap. Flow
% of AUM
2.45%
Top 10 Holdings %
Top 10 Hldgs %
35.91%
Holding
139
New
11
Increased
102
Reduced
10
Closed
15
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$1.39M |
| 2 |
Hologic
HOLX
|
$1.27M |
| 3 |
Devon Energy
DVN
|
$904K |
| 4 |
Apple
AAPL
|
$687K |
| 5 |
Commault Systems
CVLT
|
$539K |
Top Sells
| 1 |
Baxter International
BAX
|
$2.14M |
| 2 |
IIN
IntriCon Corporation
IIN
|
$1.13M |
| 3 |
Coterra Energy
CTRA
|
$793K |
| 4 |
Carlisle Companies
CSL
|
$781K |
| 5 |
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% |
