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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
901
$8K ﹤0.01%
+3,000
902
$8K ﹤0.01%
+284
903
$8K ﹤0.01%
+201
904
$7K ﹤0.01%
+178
905
$7K ﹤0.01%
+102
906
$7K ﹤0.01%
+227
907
$7K ﹤0.01%
+288
908
$7K ﹤0.01%
+71
909
$7K ﹤0.01%
+163
910
$7K ﹤0.01%
+1,035
911
$7K ﹤0.01%
+85
912
$7K ﹤0.01%
+2,209
913
$7K ﹤0.01%
+600
914
$7K ﹤0.01%
+213
915
$7K ﹤0.01%
+150
916
$7K ﹤0.01%
+393
917
$7K ﹤0.01%
+195
918
$7K ﹤0.01%
+1,168
919
$7K ﹤0.01%
+312
920
$7K ﹤0.01%
+500
921
$7K ﹤0.01%
+317
922
$7K ﹤0.01%
+233
923
$7K ﹤0.01%
+836
924
$7K ﹤0.01%
+165
925
$7K ﹤0.01%
+344