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
926
$8K ﹤0.01%
+201
927
$8K ﹤0.01%
558
+310
928
$8K ﹤0.01%
727
+453
929
$8K ﹤0.01%
46
930
$8K ﹤0.01%
198
-30
931
$8K ﹤0.01%
796
-2,188
932
$8K ﹤0.01%
410
+75
933
$8K ﹤0.01%
112
+19
934
$8K ﹤0.01%
168
+15
935
$8K ﹤0.01%
72
-19
936
$8K ﹤0.01%
653
+577
937
$8K ﹤0.01%
329
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938
$8K ﹤0.01%
888
-627
939
$8K ﹤0.01%
192
-300
940
$7K ﹤0.01%
36
+17
941
$7K ﹤0.01%
678
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942
$7K ﹤0.01%
1,685
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943
$7K ﹤0.01%
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944
$7K ﹤0.01%
28
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945
$7K ﹤0.01%
173
+32
946
$7K ﹤0.01%
160
+31
947
$7K ﹤0.01%
199
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948
$7K ﹤0.01%
475
+82
949
$7K ﹤0.01%
1,689
+265
950
$7K ﹤0.01%
653
+482
36 37
38
39 40