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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
926
$7K ﹤0.01%
+192
927
$7K ﹤0.01%
+494
928
$7K ﹤0.01%
+768
929
$7K ﹤0.01%
+125
930
$7K ﹤0.01%
+61
931
$7K ﹤0.01%
+318
932
$7K ﹤0.01%
+179
933
$7K ﹤0.01%
+255
934
$7K ﹤0.01%
+58
935
$7K ﹤0.01%
+268
936
$7K ﹤0.01%
+417
937
$7K ﹤0.01%
+255
938
$7K ﹤0.01%
+823
939
$7K ﹤0.01%
+59
940
$7K ﹤0.01%
+1,800
941
$7K ﹤0.01%
+160
942
$6K ﹤0.01%
+68
943
$6K ﹤0.01%
+445
944
$6K ﹤0.01%
+279
945
$6K ﹤0.01%
+649
946
$6K ﹤0.01%
+169
947
$6K ﹤0.01%
+284
948
$6K ﹤0.01%
+3,000
949
$6K ﹤0.01%
+82
950
$6K ﹤0.01%
+86
36 37
38
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