LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,000
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$3.92M
3
+$2.26M
4
AMZN icon
Amazon
AMZN
+$1.65M
5
AAPL icon
Apple
AAPL
+$1.32M

Top Sells

1
+$3.56M
2
+$3.26M
3
+$2.32M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.18M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$274K

Sector Composition

1 Financials 13.04%
2 Technology 10.18%
3 Healthcare 3.61%
4 Communication Services 3.22%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$80K 0.02%
+3,604
252
$80K 0.02%
401
+43
253
$80K 0.02%
1,660
-10
254
$80K 0.02%
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+44
255
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1,371
-84
256
$79K 0.02%
1,344
+1,042
257
$78K 0.02%
3,335
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258
$78K 0.02%
2,571
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259
$78K 0.02%
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260
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261
$78K 0.02%
434
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262
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$75K 0.02%
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264
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265
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840
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266
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612
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271
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272
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507
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273
$72K 0.02%
1,800
274
$72K 0.02%
835
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275
$72K 0.02%
1,223
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9 10
11
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