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
$203M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,510
New
Increased
Reduced
Closed

Top Buys

1
+$49.6M
2
+$28.7M
3
+$11M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.7M
5
AAPL icon
Apple
AAPL
+$5.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.91%
2 Financials 6.52%
3 Healthcare 5.38%
4 Consumer Discretionary 3.28%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$32K 0.02%
+1,589
477
$32K 0.02%
+552
478
$32K 0.02%
+632
479
$32K 0.02%
+217
480
$32K 0.02%
+496
481
$32K 0.02%
+2,665
482
$32K 0.02%
+684
483
$31K 0.02%
+536
484
$31K 0.02%
+835
485
$31K 0.02%
+554
486
$31K 0.02%
+490
487
$31K 0.02%
+1,791
488
$31K 0.02%
+327
489
$31K 0.02%
+2,183
490
$31K 0.02%
+665
491
$31K 0.02%
+308
492
$31K 0.02%
+376
493
$31K 0.02%
+600
494
$31K 0.02%
+575
495
$31K 0.02%
+239
496
$31K 0.02%
+905
497
$30K 0.01%
+362
498
$30K 0.01%
+1,171
499
$30K 0.01%
+406
500
$29K 0.01%
+3,000
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