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
851
$9K ﹤0.01%
+357
852
$9K ﹤0.01%
+61
853
$9K ﹤0.01%
+10
854
$9K ﹤0.01%
+318
855
$9K ﹤0.01%
+389
856
$9K ﹤0.01%
+537
857
$9K ﹤0.01%
+359
858
$9K ﹤0.01%
+133
859
$9K ﹤0.01%
+846
860
$9K ﹤0.01%
+409
861
$9K ﹤0.01%
+365
862
$9K ﹤0.01%
+117
863
$9K ﹤0.01%
+184
864
$9K ﹤0.01%
+561
865
$9K ﹤0.01%
+964
866
$8K ﹤0.01%
+116
867
$8K ﹤0.01%
+106
868
$8K ﹤0.01%
+106
869
$8K ﹤0.01%
+481
870
$8K ﹤0.01%
+313
871
$8K ﹤0.01%
+300
872
$8K ﹤0.01%
+175
873
$8K ﹤0.01%
+1,065
874
$8K ﹤0.01%
+284
875
$8K ﹤0.01%
+115