LA
Lindenwold Advisors Portfolio holdings
AUM
$193M
This Quarter Return
-11.94%
1 Year Return
+11.7%
3 Year Return
+56.7%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(-14%)
Cap. Flow
+$2.05M
Cap. Flow
% of AUM
1.46%
Top 10 Holdings %
Top 10 Hldgs %
35.83%
Holding
127
New
3
Increased
93
Reduced
8
Closed
19
Top Buys
| 1 |
Amazon
AMZN
|
$2.38M |
| 2 |
Fortinet
FTNT
|
$1.29M |
| 3 |
Rexford Industrial Realty
REXR
|
$383K |
| 4 |
Steel Dynamics
STLD
|
$302K |
| 5 |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
|
$238K |
Top Sells
| 1 |
PSB
PS Business Parks, Inc.
PSB
|
$492K |
| 2 |
New York Times
NYT
|
$293K |
| 3 |
Sonoco
SON
|
$291K |
| 4 |
Mercury Insurance
MCY
|
$284K |
| 5 |
SiteOne Landscape Supply
SITE
|
$267K |
Sector Composition
| 1 | Technology | 21.89% |
| 2 | Healthcare | 12.97% |
| 3 | Financials | 11.23% |
| 4 | Industrials | 8.88% |
| 5 | Consumer Staples | 7.36% |