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Home > Institutional Investor > Lindenwold Advisors > Profile

Instuitional Investor - Lindenwold Advisors

Fund Profile
Filing Period:
Fund Name: Lindenwold Advisors
Portfolio Value $176,031,501
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Star Fds
 237,100 $13,742,316 7.8%
2.
Ishares Tr
 82,463 $8,939,814 5.07%
3.
Apple Inc.
 AAPL 42,036 $8,093,191 4.59%
4.
Microsoft Corp
 MSFT 20,557 $7,730,254 4.39%
5.
Cadence Design Systems Inc
 CDNS 19,774 $5,385,844 3.05%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)