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
876
$9K ﹤0.01%
262
-3
877
$9K ﹤0.01%
168
+31
878
$9K ﹤0.01%
105
879
$9K ﹤0.01%
59
+7
880
$9K ﹤0.01%
102
+17
881
$9K ﹤0.01%
422
+167
882
$9K ﹤0.01%
236
+64
883
$9K ﹤0.01%
298
-79
884
$9K ﹤0.01%
+33
885
$9K ﹤0.01%
+822
886
$9K ﹤0.01%
1,484
-20
887
$9K ﹤0.01%
683
+58
888
$9K ﹤0.01%
154
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889
$9K ﹤0.01%
221
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890
$8K ﹤0.01%
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891
$8K ﹤0.01%
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892
$8K ﹤0.01%
1,380
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893
$8K ﹤0.01%
728
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894
$8K ﹤0.01%
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895
$8K ﹤0.01%
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896
$8K ﹤0.01%
721
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897
$8K ﹤0.01%
108
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898
$8K ﹤0.01%
87
-42
899
$8K ﹤0.01%
1,245
-200
900
$8K ﹤0.01%
298
34 35
36
37 38