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
876
$8K ﹤0.01%
+3,000
877
$8K ﹤0.01%
+284
878
$8K ﹤0.01%
+1,308
879
$8K ﹤0.01%
+110
880
$8K ﹤0.01%
+130
881
$8K ﹤0.01%
+258
882
$8K ﹤0.01%
+292
883
$8K ﹤0.01%
+300
884
$8K ﹤0.01%
+200
885
$8K ﹤0.01%
+320
886
$8K ﹤0.01%
+282
887
$8K ﹤0.01%
+281
888
$8K ﹤0.01%
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889
$8K ﹤0.01%
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890
$8K ﹤0.01%
+1,462
891
$8K ﹤0.01%
+100
892
$8K ﹤0.01%
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894
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895
$8K ﹤0.01%
+227
896
$8K ﹤0.01%
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897
$8K ﹤0.01%
+513
898
$8K ﹤0.01%
+137
899
$8K ﹤0.01%
+100
900
$8K ﹤0.01%
+136