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LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
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
+$53.6M
2
+$30.3M
3
+$11.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.3M
5
AAPL icon
Apple
AAPL
+$6.17M

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
651
$18K 0.01%
+356
652
$18K 0.01%
+190
653
$18K 0.01%
+191
654
$18K 0.01%
+274
655
$18K 0.01%
+1,350
656
$18K 0.01%
+186
657
$18K 0.01%
+373
658
$17K 0.01%
+1,708
659
$17K 0.01%
+1,820
660
$17K 0.01%
+1,205
661
$17K 0.01%
+582
662
$17K 0.01%
+569
663
$17K 0.01%
+349
664
$17K 0.01%
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665
$17K 0.01%
+1,266
666
$17K 0.01%
+942
667
$17K 0.01%
+278
668
$17K 0.01%
+160
669
$17K 0.01%
+1,016
670
$17K 0.01%
+1,526
671
$17K 0.01%
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672
$17K 0.01%
+147
673
$17K 0.01%
+1,486
674
$17K 0.01%
+268
675
$17K 0.01%
+510
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