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
$141M
AUM Growth
-$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$492K
2 +$293K
3 +$291K
4
MCY icon
Mercury Insurance
MCY
+$284K
5
SITE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,930
127
-1,654