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
826
$10K ﹤0.01%
152
+16
827
$10K ﹤0.01%
538
+438
828
$10K ﹤0.01%
370
829
$10K ﹤0.01%
370
-73
830
$10K ﹤0.01%
+355
831
$10K ﹤0.01%
+240
832
$10K ﹤0.01%
28
+4
833
$10K ﹤0.01%
500
-67
834
$10K ﹤0.01%
238
-148
835
$10K ﹤0.01%
6,150
-5,428
836
$10K ﹤0.01%
246
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837
$10K ﹤0.01%
2,383
+1,139
838
$10K ﹤0.01%
603
839
$10K ﹤0.01%
1,256
+891
840
$10K ﹤0.01%
+2,000
841
$10K ﹤0.01%
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842
$10K ﹤0.01%
560
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843
$10K ﹤0.01%
111
844
$10K ﹤0.01%
1,284
+492
845
$10K ﹤0.01%
99
-36
846
$10K ﹤0.01%
127
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847
$10K ﹤0.01%
172
-34
848
$10K ﹤0.01%
+500
849
$10K ﹤0.01%
137
+41
850
$10K ﹤0.01%
126
+11
32 33
34
35 36