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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
876
$8K ﹤0.01%
+1,065
877
$8K ﹤0.01%
+284
878
$8K ﹤0.01%
+515
879
$8K ﹤0.01%
+185
880
$8K ﹤0.01%
+84
881
$8K ﹤0.01%
+110
882
$8K ﹤0.01%
+130
883
$8K ﹤0.01%
+258
884
$8K ﹤0.01%
+292
885
$8K ﹤0.01%
+300
886
$8K ﹤0.01%
+200
887
$8K ﹤0.01%
+479
888
$8K ﹤0.01%
+282
889
$8K ﹤0.01%
+281
890
$8K ﹤0.01%
+25
891
$8K ﹤0.01%
+309
892
$8K ﹤0.01%
+1,462
893
$8K ﹤0.01%
+100
894
$8K ﹤0.01%
+299
895
$8K ﹤0.01%
+1,194
896
$8K ﹤0.01%
+227
897
$8K ﹤0.01%
+137
898
$8K ﹤0.01%
+100
899
$8K ﹤0.01%
+136
900
$8K ﹤0.01%
+115
34 35
36
37 38