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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
$657M
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,273
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$15.3M
3
+$10.7M
4
AAPL icon
Apple
AAPL
+$10.2M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.69M

Top Sells

1
+$1.92M
2
+$470K
3
+$456K
4
OVV icon
Ovintiv
OVV
+$272K
5
RMD icon
ResMed
RMD
+$169K

Sector Composition

1 Financials 14%
2 Technology 12.89%
3 Consumer Discretionary 4.89%
4 Healthcare 4.71%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$49K 0.01%
+1,025
727
$49K 0.01%
6,509
728
$49K 0.01%
292
+1
729
$49K 0.01%
+2,900
730
$48K 0.01%
565
+540
731
$48K 0.01%
737
-18
732
$48K 0.01%
440
733
$48K 0.01%
2,910
-71
734
$48K 0.01%
2,000
735
$48K 0.01%
205
-4
736
$48K 0.01%
1,026
+12
737
$48K 0.01%
723
-23
738
$47K 0.01%
486
-4
739
$47K 0.01%
1,901
+633
740
$47K 0.01%
+404
741
$47K 0.01%
+4,667
742
$46K 0.01%
265
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743
$46K 0.01%
135
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744
$46K 0.01%
790
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745
$46K 0.01%
3,783
746
$46K 0.01%
6,742
747
$46K 0.01%
533
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748
$46K 0.01%
167
+83
749
$46K 0.01%
1,060
+106
750
$46K 0.01%
744
+544
28 29
30
31 32