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
701
$15K ﹤0.01%
+1,000
702
$15K ﹤0.01%
+2,000
703
$15K ﹤0.01%
140
+120
704
$15K ﹤0.01%
108
+7
705
$15K ﹤0.01%
78
-1
706
$15K ﹤0.01%
+400
707
$15K ﹤0.01%
646
+230
708
$15K ﹤0.01%
725
+459
709
$15K ﹤0.01%
173
-15
710
$15K ﹤0.01%
139
-7
711
$15K ﹤0.01%
79
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712
$15K ﹤0.01%
190
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713
$15K ﹤0.01%
268
+8
714
$15K ﹤0.01%
+2,000
715
$15K ﹤0.01%
292
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716
$15K ﹤0.01%
1,316
-405
717
$15K ﹤0.01%
1,030
+55
718
$15K ﹤0.01%
370
+31
719
$15K ﹤0.01%
515
+289
720
$14K ﹤0.01%
303
721
$14K ﹤0.01%
631
722
$14K ﹤0.01%
544
-199
723
$14K ﹤0.01%
213
-55
724
$14K ﹤0.01%
222
-136
725
$14K ﹤0.01%
231
-241
27 28
29
30 31