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
901
$8K ﹤0.01%
202
902
$8K ﹤0.01%
109
+50
903
$8K ﹤0.01%
313
-270
904
$8K ﹤0.01%
64
905
$8K ﹤0.01%
489
+164
906
$8K ﹤0.01%
648
-1,607
907
$8K ﹤0.01%
500
908
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83
+6
909
$8K ﹤0.01%
292
910
$8K ﹤0.01%
458
911
$8K ﹤0.01%
213
-6
912
$8K ﹤0.01%
107
-10
913
$8K ﹤0.01%
1,000
914
$8K ﹤0.01%
309
-53
915
$8K ﹤0.01%
1,282
+445
916
$8K ﹤0.01%
799
-135
917
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214
918
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251
919
$8K ﹤0.01%
391
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920
$8K ﹤0.01%
94
+32
921
$8K ﹤0.01%
432
922
$8K ﹤0.01%
103
923
$8K ﹤0.01%
658
924
$8K ﹤0.01%
+128
925
$8K ﹤0.01%
19
-1
35 36
37
38 39