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
901
$8K ﹤0.01%
+515
902
$8K ﹤0.01%
+185
903
$8K ﹤0.01%
+84
904
$7K ﹤0.01%
+178
905
$7K ﹤0.01%
+163
906
$7K ﹤0.01%
+255
907
$7K ﹤0.01%
+58
908
$7K ﹤0.01%
+150
909
$7K ﹤0.01%
+393
910
$7K ﹤0.01%
+195
911
$7K ﹤0.01%
+1,168
912
$7K ﹤0.01%
+312
913
$7K ﹤0.01%
+500
914
$7K ﹤0.01%
+317
915
$7K ﹤0.01%
+233
916
$7K ﹤0.01%
+102
917
$7K ﹤0.01%
+227
918
$7K ﹤0.01%
+288
919
$7K ﹤0.01%
+836
920
$7K ﹤0.01%
+165
921
$7K ﹤0.01%
+344
922
$7K ﹤0.01%
+192
923
$7K ﹤0.01%
+494
924
$7K ﹤0.01%
+768
925
$7K ﹤0.01%
+71